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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
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
