- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
- Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives
- Conduct fund research
- Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
- Preparation of fund switch and encashment letters according to advice provided
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
- Liaise with Product Providers / Third Parties regarding any technical queries
- Level 4 diploma qualified
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Customer service skills - providing an excellent service to the adviser and client
- Excellent planning and organisational skills
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of role
-
Paraplanner
1 week ago
IDEX Consulting Ltd Bath, United KingdomWe are working with one of the UK's leading financial planning firms who due to a recent promotion are now looking to hire into their Paraplanning team. · This opportunity would suit someone who holds the level 4 diploma, has worked previously within a paraplanning role and someo ...
-
Paraplanner
3 hours ago
Partners Employment Trowbridge, United KingdomWe are delighted to be working with our well-established Client based in the Southwest area. · This is a fantastic opportunity for a **Technical Paraplanner** to be welcomed into the team. · This is a full time, **hybrid working role within the financial services.** · **Duties In ...
-
Paraplanner
1 day ago
Search Consultancy Bristol, United KingdomParaplanner based in Bristol · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 quali ...
-
Paraplanner
5 days ago
Aspire Executive Search Bristol, United KingdomParaplanner, Bristol, £30,000 - £50,000 dependent on your experience and level of Financial Serives examinations. A strong element of home working · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an exce ...
-
Paraplanner
1 day ago
Recruit UK Bristol, United Kingdom**Role: Paraplanner** · **Location: Bristol** · **Salary: Up to £45,000** · **Ref: 7286** · Recruit UK is working with one of the UK's top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Bristol. · Drawing on an impressive history, along ...
-
Paraplanner
1 day ago
Premier Jobs UK Limited Marlborough, United Kingdom Full timeThis Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team · You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. ...
-
Paraplanner
5 days ago
IDEX Consulting Ltd Bristol, United KingdomWe are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years. · This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 dipl ...
-
Paraplanner
2 weeks ago
Clever-HR: Financial Planning Recruitment Bath, Somerset, United KingdomParaplannerBathSalary £33,000 - £45,000 p.a. + discretionary bonus + excellent benefitsHybrid WorkingWe are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing its team. They are looking for a passionate Pa ...
-
Paraplanner
5 days ago
Idex Bath, United KingdomAre you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplann ...
-
Assitant Paraplanner
6 days ago
Reed Insurance Bristol, United KingdomREED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team. This is a fantasticopportunity if yoru loo ...
-
Paraplanner - Flexible Working
6 days ago
mbf. Trowbridge, United KingdomMbf are working with an independently owned, Chartered Financial Planning practice to recruit an experienced/qualified Paraplanner. The business provides holistic advice to a portfolio of specialist HNW & UHNW clients, they are a reputable organisation thathave grown organically ...
-
Junior Paraplanner
6 days ago
Cavendish Maine Bristol, United Kingdom Full timeJunior Paraplanner · Progress further in your Wealth Management career with a highly reputable Chartered organisation. · Pathway to step up from providing administration support into becoming a Paraplanner. · Offering full exam, qualification, study and membership support. · Job ...
-
Technical Paraplanner
4 days ago
Capio Recruitment Bath, United KingdomJob Description · Job Role: Technical Paraplanner · Location: Bath, UK · Salary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions weal ...
-
Financial Paraplanner
5 days ago
IDEX Consulting Bath, Somerset, United KingdomAn opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...
-
Technical Paraplanner
5 days ago
Capio Recruitment Bath, Somerset, United KingdomJob Role: Technical Paraplanner · Location: Bath, UK · Salary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions wealth planning consul ...
-
Technical Paraplanner
12 hours ago
Capio Recruitment Bath, Somerset, United KingdomJob Role: Technical Paraplanner · Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below. · Location: Bath, UK · Salary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm see ...
-
Junior Paraplanner
1 week ago
Idex Bath, United KingdomIf you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed · This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report ...
-
Paraplanner - Home Based
1 week ago
mbf. Bristol, United KingdomMbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation. · Their current requirement ...
-
Paraplanner - Basic Salary to
6 days ago
mbf. Bristol, United KingdomMbf are working with a boutique firm of Chartered Financial Advisers in Bristol to recruit an experienced & qualified Paraplanner. The client is a small but highly professional and successful financial planning practice, they provide specialist high qualityadvice to clients acros ...
-
Paraplanner (Db Pensions)
5 days ago
Capio Recruitment Bath, Somerset, United KingdomSalary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions wealth planning consultants. · For further detail please contact Joe Cowell at ...
Paraplanner - Bath, United Kingdom - Idex
Description
An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times
They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to:
The ideal candidate will:
This is a unique opportunity for a paraplanner in Bath or Gloucester to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set up
Benefits include:
Holiday - 25 days + Bank holiday and extra for each years service up to 28.
x4 DIS
Group Pension
PMI
Cash Plan
Income Protection
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
Our Diversity, Equity and Inclusion Mission
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.
