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- 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 of leave, flexible hybrid work, and private medical insurance.
- Why this job: This role offers a clear path to progress and the chance to make a real impact.
- Qualifications: Must be Level 4 Diploma qualified and based near Bristol.
- Other info: This is a newly created role with opportunities for advancement.
The predicted salary is between 36000 - 54000 £ per year.
Paraplanner – £40,000 + Bonus – Bristol/ Hybrid
I\’m currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.
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:
- 30 days annual leave plus bank holidays.
- Discretionary bonus.
- Flexible and hybrid working – 3 days/week in Bristol.
- Private medical insurance.
- Healthcare cash plan.
- Study support to develop and progress.
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
Paraplanner – £40,000 DOE + Bonus – Bristol / Hybrid
Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest FCA guidelines and compliance requirements. This knowledge will not only help you in your role but also demonstrate your commitment to maintaining high standards in your work.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those based in Bristol. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Showcase your proficiency with technology and software used in paraplanning. Being able to discuss specific tools and how you've utilized them in past roles can set you apart from other candidates.
✨Tip Number 4
Highlight your career aspirations during the interview process. Since this role offers a pathway to progress, expressing your interest in advancing to an Advisory capacity can align your goals with the company's growth strategy.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the responsibilities and required qualifications, especially the importance of being Level 4 Diploma qualified.
Tailor Your CV: Customize your CV to highlight relevant experience in wealth management and paraplanning. Emphasize your skills in preparing documentation, compliance with FCA guidelines, and any technology you are proficient in that relates to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with their growth strategy and your eagerness to contribute to their team in Bristol.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the paraplanning field.
How to prepare for a job interview at IDEX Consulting Ltd
✨Understand the Role
Make sure you have a clear understanding of the Paraplanner role and its responsibilities. Familiarize yourself with preparing pre-approval documentation and producing compliant suitability reports, as these are key aspects of the job.
✨Showcase Your Qualifications
Since the position requires a Level 4 Diploma, be prepared to discuss your qualifications in detail. Highlight any relevant experience or training that demonstrates your capability to meet the requirements of the role.
✨Demonstrate Technology Proficiency
The firm emphasizes utilizing technology for accurate solutions. Be ready to discuss your experience with financial planning software or any tools you've used to enhance your paraplanning skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's growth strategy and the potential career progression towards an Advisory capacity. This shows your interest in the role and helps you assess if the company aligns with your career goals.
