Paraplanner - £40,000 + 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.durbridge@idexconsulting.com
Paraplanner - £40,000 DOE + Bonus – Bristol / Hybrid