Paraplanner - #1673401

Paraplanner - £58,000 + Bonus – Bristol/ Hybrid

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their thriving 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 ***************@idexconsulting.com

Paraplanner - £58,000 DOE + Bonus – Bristol / Hybrid