Accessibility Links

Home Based Paraplanner

  • Salary: Up to £30000 per annum + benefits package
  • Location: Bristol
  • Sector: Paraplanner
  • Job type: Contract
  • Date posted:
    05 Feb 2021
  • Job reference: 35119

Working with a leading financial planning firm, you will be set up to work from home and provided full training and support via teams and online training.

  • You will be supporting a Wealth Planner, preparing suitability reports and provide technical research services
  • You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
  • Work with the Planner to meet the client objectives



The Required Skills:

  • Experience of working within a financial planning or wealth management firm is essential
  • An understanding of paraplanning with knowledge around suitability report writing is desirable
  • Level 4 Diploma in Financial Planning or equivalent would be desirable but is not essential

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 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 clients include: