I'm currently partnered with a leading independent financial planning firm, who are looking for a Paraplanner to join their team in Bath or Cheltenham. This company holds an outstanding reputation, which sets it apart from their competition. Specialising in providing a premium service, they work with high net-worth clients with the focus on client longevity.

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:

• 25 days annual leave + bank holidays + option to buy and sell
• Hybrid and flexible working
• Discretionary bonus
• 5% pension contribution
• Wellbeing programme
• Death in service 4x gross salary
• Study support to Chartered
• Bupa - Medical insurance
• 2 paid volunteering / charity days

The successful candidate will need to be local to Cheltenham or Bath 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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