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.
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.
Working alongside an experienced Adviser and wider Wealth Management Team you will support with the provision of financial advice with the aim of developing your skills and knowledge to become a standalone Adviser.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an ambitious and technically proficient individual into a Trainee Financial Advisory role.