I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.

The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven track record in delivering bespoke, high-level wealth management services sets them apart as industry leaders.

Requirements:
The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management. Experience working with high-net-worth and ultra-high-net-worth clients on complex technical cases is essential.

Benefits:
This role offers an exceptional benefits package, a highly competitive salary of up to £60,000, and the flexibility of hybrid working arrangements.
This position also provides a clear path for career progression, whether towards an advisory role or a senior position within the paraplanning and support team.

If you're interested in this opportunity and would like further information, please send your CV to Samantha.durbridge@idexconsulting.com.

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.