Paraplanner

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

2 days ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

I'm currently representing a well-regarded independent financial planning firm in the heart of Bristol. This is a fantastic opportunity for a Paraplanner with 12+ months’ experience to join a highly respected, forward-thinking advice business.

You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.

What’s on offer:

• Hybrid working, 2 days per week in office
• Salary up to £45,000
• Generous annual leave
• Life insurance – 4x base salary
• Private medical insurance

What we’re looking for:

• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented, and confident working closely with advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

If you’re ready to take the next step in your paraplanning career, apply today via [e-mail]

Seniority level

Mid-Senior level

Employment type

Full-time