I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol.
The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.
Responsibilities:
* Preparing pre-approval documentation prior to report writing.
* Utilising all technology to produce accurate solutions for clients.
* Providing accurate, timely and compliant suitability reports.
* Ensuring all advice documentation is compliant according to FCA guidelines.
* Working with the adviser to gather sufficient client information.
Perks:
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com.
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