Paraplanner

IDEX Consulting; Bristol; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player in wealth management is seeking a Paraplanner to join their growing team in Bristol. This newly created role offers a pathway for career progression, potentially leading to an Advisory position or a senior role within the paraplanning team. The firm is known for its outstanding reputation and commitment to client service, providing a supportive environment for personal and professional growth. With flexible working arrangements and a strong focus on compliance and client satisfaction, this opportunity is perfect for those looking to advance their careers in a dynamic setting.

Benefits

30 days annual leave plus bank holidays

Discretionary bonus

Flexible and hybrid working

Private medical insurance

Healthcare cash plan

Study support to develop and progress

Qualifications

• Level 4 Diploma qualification is essential for this role.
• Strong compliance knowledge to ensure documentation meets FCA guidelines.

Responsibilities

• Prepare pre-approval documentation and suitability reports.
• Utilize technology to create accurate client solutions.
• Ensure compliance with FCA guidelines in all advice documentation.

Skills

Client Communication

Report Writing

Compliance Knowledge

Technology Utilization

Education

Level 4 Diploma

Job description

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 [e-mail].