Hybrid Paraplanner in Bristol | Up to £45k + Benefits

IDEX Consulting Ltd; Bristol; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Hybrid working

Salary up to £45,000

Generous annual leave

Life insurance – 4x base salary

Private medical insurance

Job summary

A leading financial planning firm in the United Kingdom is seeking a Paraplanner with over 12 months of experience. You will work closely with senior advisers, providing technical support and delivering exceptional client service. This role offers a hybrid working model with two days in the office each week. The ideal candidate must have strong technical knowledge, excellent report writing skills, and a proactive approach. Competitive salary of up to £45,000 along with generous benefits including private medical insurance and life insurance.

Qualifications

• 12+ months of paraplanning experience needed.
• Proficient in technical knowledge related to financial planning.
• Excellent report writing and research abilities.

Responsibilities

• Support senior financial advisers in delivering client services.
• Involve in complex cases including investments and tax planning.
• Work alongside advisers to provide technical support.

Skills

Paraplanning experience

Report writing skills

Research skills

Attention to detail

Client interaction

Job description

A leading financial planning firm in the United Kingdom is seeking a Paraplanner with over 12 months of experience. You will work closely with senior advisers, providing technical support and delivering exceptional client service. This role offers a hybrid working model with two days in the office each week. The ideal candidate must have strong technical knowledge, excellent report writing skills, and a proactive approach. Competitive salary of up to £45,000 along with generous benefits including private medical insurance and life insurance.