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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