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Paraplanner

IDEX Consulting Ltd

West of England

Hybrid

GBP 35,000 - 50,000

Full time

3 days ago

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Job summary

A leading wealth management firm seeks a Paraplanner in Bristol as part of its growth strategy. The successful candidate will engage with clients and ensure compliance while enjoying a competitive salary, flexible working, and opportunities for professional development.

Benefits

30 days annual leave plus bank holidays

Discretionary bonus

Flexible and hybrid working

Private medical insurance

Study support to develop and progress

Qualifications

Level 4 Diploma qualified.
Experience in preparing suitability reports.
Proficiency in compliance with FCA guidelines.

Responsibilities

Prepare pre-approval documentation before report writing.
Utilize technology for accurate solutions.
Provide compliant suitability reports.

Skills

Client Reporting

Technical Knowledge Compliance

Education

Level 4 Diploma

1 week 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 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.

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.
30 days annual leave plus bank holidays.
Discretionary bonus.
Flexible and hybrid working
Private medical insurance.
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

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Strategy/Planning, Other, and Finance

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