Back to search
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
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
