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Job description

We are working with a financial planning firm in North Bristol who due to a recent acquisition are now looking to hire another Paraplanner into the team!

Duties will include but will not be limited to:

  • Research & analysis of existing arrangements following initial research & analysis by senior admin
  • Researching potential solutions
  • Using cash-flow modelling
  • Preparing recommendation reports and documents required to allow the Financial Planner or Mortgage Specialist to present solutions to their client
  • Working closely with compliance to ensure client files are compliant with FCA guidelines

Benefits include:

  • Hybrid working with just two days in the office
  • Option for flexible or part time working
  • Pension
  • DIS
  • PMI
  • Income protection
  • Discretionary bonus
  • Cycle to work
  • 28 days holiday + bank holidays

For more information on this paraplanning hybrid role in North Bristol please click apply.

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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.