Senior Paraplanner | Hybrid, Investments & Pension Tax

IDEX Consulting; Bristol; Hybrid; GBP 52,000; Full time

Job summary

A respected financial advice firm in the UK is seeking a Paraplanner to support Senior Financial Advisers in delivering top-notch client service. The role offers a balanced mix of autonomy and teamwork in handling complex financial matters. Ideal candidates will have paraplanning experience, strong technical skills, and excellent report writing abilities. This position provides a hybrid working model, a competitive salary of £52,000, and attractive benefits including an annual bonus and private medical insurance.

Benefits

Hybrid working

Salary £52,000 (depending on experience)

Attractive annual bonus

25 days annual leave/holiday trading

Life insurance - 4x base salary

Private medical insurance

Qualifications

• Solid paraplanning experience with strong technical knowledge.
• Excellent report writing and research skills.
• Proactive, detail-oriented, confident working closely with Advisers and clients.

Responsibilities

• Provide technical support to Senior Financial Advisers.
• Deliver outstanding client service in a collaborative environment.
• Get involved in complex cases covering investments, pensions, and tax planning.

Skills

Paraplanning experience

Strong technical knowledge

Report writing skills

Research skills

Proactive attitude

Attention to detail

Education

Diploma qualified or working towards Chartered status

Job description

A respected financial advice firm in the UK is seeking a Paraplanner to support Senior Financial Advisers in delivering top-notch client service. The role offers a balanced mix of autonomy and teamwork in handling complex financial matters. Ideal candidates will have paraplanning experience, strong technical skills, and excellent report writing abilities. This position provides a hybrid working model, a competitive salary of £52,000, and attractive benefits including an annual bonus and private medical insurance.