Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare reports and collaborate with advisers to create client-focused financial solutions.
- Company: Join a respected wealth management firm in Bristol known for staff development and support.
- Benefits: Enjoy a salary up to £55,000, hybrid work options, and generous holiday allowances.
- Why this job: This role offers clear career progression and a supportive team environment.
- Qualifications: You need a Level 4 Diploma in Financial Planning and paraplanning experience.
- Other info: Ideal for those looking to advance in financial advisory or paraplanning.
The predicted salary is between 33000 - 77000 £ per year.
I\’m currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team.
This business is known for its outstanding reputation and genuine commitment to staff development. Whether you\’re looking to move into an Advisory role or progress further within paraplanning and technical support, they offer a clear, supported pathway tailored to your career aspirations.
Key Responsibilities:
- 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
What\’s on Offer:
- 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
Requirements:
- Level 4 Diploma in Financial Planning (or equivalent)
- Local to Bristol or within commutable distance
- Strong technical knowledge and experience in a paraplanning role
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.
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.
#J-18808-Ljbffr
Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Research the company thoroughly. Understand their values, culture, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 2
Network with current or former employees of the firm. Reach out on LinkedIn to gain insights about the work environment and expectations. Personal connections can often provide valuable information that can set you apart from other candidates.
✨Tip Number 3
Prepare for technical questions related to paraplanning and financial regulations. Brush up on your knowledge of FCA regulations and be ready to discuss how you would apply them in real-world scenarios.
✨Tip Number 4
Showcase your commitment to professional development. Highlight any additional qualifications or training you've pursued beyond the Level 4 Diploma in Financial Planning, as this demonstrates your dedication to growth in the field.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Paraplanner. Familiarise yourself with the key tasks mentioned in the job description, such as preparing documentation and producing suitability reports.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the requirements of the Paraplanner position. Emphasise your Level 4 Diploma in Financial Planning and any technical knowledge you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the wealth management industry. Mention your commitment to compliance and client-focused solutions, as well as your desire for career progression within paraplanning.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in a paraplanning role.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Planning Tools
Familiarise yourself with the modern financial planning tools mentioned in the job description. Be prepared to discuss how you've used these tools in your previous roles to develop client-focused solutions.
✨Understand FCA Regulations
Brush up on FCA regulations relevant to paraplanning. Demonstrating your knowledge of compliance during the interview will show that you take regulatory requirements seriously and can ensure all advice is delivered correctly.
✨Prepare for Technical Questions
Expect technical questions related to paraplanning and financial advice. Review your past experiences and be ready to explain how you produced high-quality, compliant suitability reports and collaborated with advisers.
✨Showcase Your Career Aspirations
Since the firm values staff development, be clear about your career aspirations. Whether you aim to move into an advisory role or progress further in paraplanning, articulate how this position aligns with your goals.
