I'm currently partnered with a leading independent financial planning firm, who are looking for a talented Paraplanner to join their growing team in Cheltenham or Bath. This well-established firm has experienced consistent success in recent years and is now entering a new phase of growth.
Responsibilities:
* Preparing pre-approval documentation prior to report writing
* Utilising all technology to produce accurate solutions for clients
* Providing accurate, timely, and compliant suitability reports
* Ensuring all advice documentation is compliant according to FCA guidelines
* Working directly with the adviser to gather sufficient client information
Perks:
* Private medical insurance
* Up to 28 days annual leave
* Holiday carry over and option to buy/sell holidays
* DIS x 4
* 5% pension contribution
* Funded training
* Plus much more!
The successful candidate will need to be relatively local to Bath or Cheltenham and be Level 4 Diploma qualified or nearing completion of.
If this role sounds like it could be for you, and you would like some more information, please send your CV to Samantha.durbridge@idexconsulting.com.
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