Paraplanner

Paraplanner - £45,000 Bonus – Bristol/ Hybrid 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 Samantha.durbridgeidexconsulting.com Paraplanner - £45,000 DOE Bonus – Bristol / Hybrid

Location: Bristol, GB

Posted Date: 1/15/2025