Paraplanner

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.

For further information on this hybrid Paraplanner role in Bromsgrove, apply now to samantha.durbridge@idexconsulting.com.