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  • Salary: £40000 - £50000 per annum + Benefits
  • Location: Bristol
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    01 Apr 2019
  • Job reference: CR001

Are you a Diploma qualified Paraplanner looking to join an award-winning, national, top 100 IFA firm? My client is seeking a Paraplanner to join their team in Bristol.

My client is one of the largest and longest-established financial planning firms providing holistic financial advice, operating nationally, with offices across the UK. They are looking for a Paraplanner in Bristol to support Advisers and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.


  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
  • Request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced for the Adviser
  • Undertake research to allow the Technical Adviser and Adviser to identify suitable solutions to meet the client's needs
  • Request and obtain information/comparisons for analysis by the Adviser within agreed time frames
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile

To be successful you will need

  • Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified
  • Ability to work within defined business processes
  • Good report writing and communication skills
  • Understanding of the financial planning process
  • Strong IT skills, including a knowledge of a range of in-house and 3rd party software tools, such as IO/AO/X-Plan, Financial Express Analytics, O&M Pension Profiler

If successful, you will benefit from

  • Highly competitive salary + discretionary annual bonus
  • 25 days holiday + 1 Christmas shopping day and extra annual leave purchase available
  • DIS x 4
  • Health and well-being benefits, including private health-care and gym membership discounts
  • Cost saving and discount scheme, including season loans and cycle to work
  • Adviser academy, if transition into advice is desired
  • Career framework with clear progression
  • Opportunities to move across the business

Our client is looking for assertive individuals with a "can-do" approach and good communication skills. If this is you, send your CV across now and we will be in touch with more information! Full job specification and details on benefits available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

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