Paraplanner

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

Job summary

A forward-thinking wealth management firm is seeking a skilled Paraplanner to join their Bristol team. This role offers a unique opportunity for career progression, potentially leading to an Advisory position or a senior role within the paraplanning team. The company is known for its outstanding reputation and commitment to compliance, ensuring that all advice documentation adheres to FCA guidelines. If you are passionate about providing exceptional client service and have the Level 4 Diploma qualification, this could be the perfect opportunity for you to thrive in a supportive environment that values your development.

Benefits

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Must be Level 4 Diploma qualified to provide financial advice.
• Strong compliance knowledge is essential for this role.

Responsibilities

• Prepare pre-approval documentation for report writing.
• Provide accurate and compliant suitability reports for clients.
• Work with advisers to gather sufficient client information.

Skills

Client Communication

Report Writing

Compliance Knowledge

Attention to Detail

Education

Level 4 Diploma

Tools

Financial Planning Software

Job description

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol.
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:

• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

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].