Back to jobs

Paraplanner

Job description

We are working on an excellent hybrid opportunity for a Paraplanner to join a growing financial planning firm in Bristol. In this role you will play a key part in delivering high quality advice and financial planning solutions to the clients. This opportunity will see you working with a number of Financial Advisers across a number of different cases!

The ideal candidate will:

  • Ideally hold the Level 4 Diploma
  • Technical knowledge across financial products
  • Ideally have worked within a paraplanning role for at least 1 year remotely

Your role will include but will not be limited to:

  • Analysing client data and undertaking research
  • Preparing cash flow forecasts and bespoke recommendation reports
  • Providing technical support to the advisory and administration teams
  • Maintaining client records
  • Ensuring our advice and client files meet FCA requirements
  • Managing individual workflow and task delivery
  • Keeping up to date with all relevant product, legislative and technical changes
  • Undertaking reasonable additional or other duties from time to time as are necessary to meet the needs of the business.

This is a hybrid role which can see you working from home 3/4 days a week!
Part qualified candidates will be considered providing you have paraplanning experience.

Benefits include:

  • 4xDIS after 6 months.
  • 4% employer pension contribution, increasing to 5% in 2023
  • 25 days holiday, increasing by 1 day every 2 years up to 30.
  • Discretionary bonus

For further information on this paraplanning role please click apply!

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. 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.