Paraplanner

6 Days Old

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

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Location:
Bristol
Job Type:
FullTime
Category:
Finance And Insurance

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