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Job description

We are partnered with a financial planning firm who are looking to hire a Paraplanner into Cheltenham or Malvern.

This is a hybrid working opportunity which will see you in working from home days a week. This is a business that deals with complex Paraplanning cases within Investments and Pension products so the ideal individual will have whole of market experience.

Individuals must have the Diploma or very close to obtaining and at least 2 years as a Paraplanner. It would be advantageous if you have experience with DB Pensions but this is not a necessity.

The firm currently have two trainee financial planners, so if you are someone that has the desires to move into financial planning this firm will help support you to achieve this within a few years!

This is a varied role where you will be working directly with the financial planners, Paraplanners, Admin staff with individuals being promoted from within. The client would love to see someone join the business who is good at encouraging, supportive and has a nurturing personality for the members within the trainee paraplanning team.

This role offers the following:

  • Competitive Salary
  • Discretionary Bonus
  • Exam support
  • Career development
  • 25 days holiday + bank holiday
  • X4 DIS
  • 6% Pension employer / Employee

This will be a two stage interview process.

This client are really working hard to widen participation and grow the numbers of diverse talent into the profession. For more information on this role and opportunity please click apply!

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.