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For Companies At a Glance
- Tasks: Join a dynamic team as a Paraplanner, preparing documentation and ensuring compliance.
- Company: Work with a leading wealth management firm known for its growth and outstanding reputation.
- Benefits: Enjoy 30 days annual leave, flexible working, private medical insurance, and study support.
- Why this job: This role offers a clear pathway to progress and the chance to make a real impact.
- Qualifications: Must be Level 4 Diploma qualified and based locally in Bristol.
- Other info: This is a newly created role, perfect for those looking to grow in their career.
The predicted salary is between 36000 - 54000 £ per year.
Job Description
Paraplanner – £45,000 + Bonus – Bristol / Hybrid
I’m currently representing a well-regarded independent financial planning firm in the heart of Bristol. This is a fantastic opportunity for a Paraplanner with 12+ months’ experience to join a highly respected, forward-thinking advice business.
You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.
What’s on offer:
- Hybrid working, 2 days per week in office
- Salary up to £45,000
- Generous annual leave
- Life insurance – 4x base salary
- Private medical insurance
What we’re looking for:
- Diploma qualified (Level 4)
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented, and confident working closely with advisers and clients
This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.
If you’re ready to take the next step in your paraplanning career, apply today via Samantha.durbridge@idexconsulting.com
Paraplanner – £45,000 + Bonus – Bristol / Hybrid
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as paraplanners. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest FCA guidelines and compliance requirements. Being well-versed in these regulations will not only boost your confidence but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 3
Showcase your proficiency with technology and software used in paraplanning. Highlight any experience you have with financial planning tools or CRM systems during your conversations with the hiring team.
✨Tip Number 4
Prepare thoughtful questions about the company's growth strategy and how the paraplanner role fits into it. This shows your genuine interest in the position and helps you stand out as a proactive candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and qualifications for the Paraplanner role. Emphasise your Level 4 Diploma and any previous paraplanning or financial services experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your enthusiasm for the role. Mention how your skills align with the responsibilities listed in the job description.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention any experience you have with FCA guidelines and producing compliant documentation. This will demonstrate your suitability for the position.
Showcase Technology Proficiency: Discuss your familiarity with technology used in paraplanning. Mention specific tools or software you have used to produce reports and solutions, as this is a key part of the job.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you have a solid understanding of the responsibilities listed in the job description. Familiarise yourself with FCA guidelines and be prepared to discuss how you would ensure compliance in your work.
✨Showcase Your Tech Skills
Since the role involves utilising technology for accurate solutions, be ready to talk about the tools and software you’ve used in the past. Highlight any experience you have with financial planning software or report writing tools.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about the company’s growth strategy or how they support professional development. It shows your interest and helps you gauge if the company is the right fit for you.
✨Demonstrate Teamwork
As you'll be working closely with advisers, be prepared to share examples of how you've successfully collaborated in previous roles. Highlight your communication skills and ability to gather client information effectively.
