Paraplanner (bristol)
Job Description
Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and acquisitions, my client is currently looking for an Paraplanner to join their Bristol team.
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, 2-3 days from home each week
- Salary up to 45,000 (depending on experience)
- Generous annual leave
- Life insurance - 4x base salary
- Private medical insurance
- Diploma qualified (level 4) or working towards Chartered status
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented and confident working closely with Advisers and clients
If you're ready to take the next step in your paraplanning career, apply today via Samantha.durbridge@idexconsulting.com
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.
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Job Detail
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Job IdJD3976994
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£40,000-45,000 per year
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Employment StatusFull Time
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Job LocationBristol Area, United Kingdom
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EducationNot mentioned