Paraplanner - IDEX Consulting Ltd : Job Details

I'm currently partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bromsgrove offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with a strong reputation, this sets it apart from their competition on the market.Role responsibilities include;

• 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 with the adviser to gather sufficient client information.

Applicant requirements include;

• Diploma in Financial Planning (or strong progression towards)
• Experience in a regulated financial advice environment, demonstrating quality communication
• A high standard of written and numerical skills
• An ability to demonstrate report-writing skills

Benefits of joining this business;

• Hybrid / flexible working
• Get paid for further studies
• Examinations, training and development funded by employer
• Full employee benefits package including health and flexi-bens
• Competitive bonus
• Great flexible holiday allowance 25+ that rises with service
• Social and inclusive culture

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