Paraplanner

6 days ago


Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time

Paraplanner - £40,000 + Bonus – Bristol/ Hybrid

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.

The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.

Responsibilities:

  • Preparing pre-approval documentation prior to report writing.
  • Utilising all technology to produce accurate solutions for clients.
  • Providing accurate, timely and compliant suitability reports.
  • Ensuring all advice documentation is compliant according to FCA guidelines.
  • Working with the adviser to gather sufficient client information.

Perks:

  • 30 days annual leave plus bank holidays.
  • Discretionary bonus.
  • Flexible and hybrid working - 3 days/week in Bristol.
  • Private medical insurance.
  • Healthcare cash plan.
  • Study support to develop and progress.

The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com

Paraplanner - £40,000 DOE + Bonus – Bristol / Hybrid


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