We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Using established advisory expertise to work with dedicated business areas as a trusted, credible advisor, this is a generalist role focused on effective employment relations advice; policy management as well as supporting with advising on a full range of people and change initiatives to help enable both delivery of the people and culture strategy as well as functional people agendas.
A great opportunity for an experienced HR/People Advisor with experience in simplifying policies and generalist support, with the longer term goal after 3-6 months to have more of a strategic focus.
I have the pleasure of supporting a brilliant Financial Services organisation as they continue to grow their HR function and I am looking to speak to experience HR Advisors for the following role.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.