Location: Bristol, United Kingdom
Category: Finance
Salary: 55,000 - 60,000 GBP / yearly
Full-time
Join a highly regarded independent wealth management firm in Bristol as a Senior Paraplanner. Fantastic opportunity for career growth and development.
Prepare comprehensive documentation ahead of report writing stages
Use modern financial planning tools to develop accurate, client-focused solutions
Produce high-quality, compliant suitability reports
Ensure all advice is delivered in line with FCA regulations
Collaborate closely with Advisers to gather detailed client information
Level 4 Diploma in Financial Planning (or equivalent)
Local to Bristol or within commutable distance
Strong technical knowledge and experience in a paraplanning role
Salary up to £55,000 plus discretionary bonus
Up to 30 days holiday, plus bank holidays and your birthday off
Hybrid/flexible working arrangements
Private medical insurance and a healthcare cash plan
Supportive, collaborative team environment with genuine progression opportunities
If you're ready to take the next step in your career with a firm that truly values its people, get in touch today. Send your CV to Samantha.durbridge@idexconsulting.com to find out more.