Paraplanner

IDEX Consulting; Bromsgrove; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player in financial advisory is seeking a Paraplanner to join their Bromsgrove team. This newly created role offers a unique opportunity to progress within the company, potentially moving towards an Advisory capacity or a senior position in paraplanning. The firm is recognized for its strong reputation and commitment to employee development, providing a supportive environment where you can thrive. With hybrid working options and a comprehensive benefits package, this role is perfect for those looking to advance their career in a dynamic and inclusive workplace. If you're passionate about financial planning and eager to make an impact, this opportunity is for you.

Benefits

Flexible working

Funding for further studies

Employer-funded examinations and training

Full employee benefits package

Competitive bonus

Flexible holiday allowance

Social and inclusive culture

Qualifications

• Experience in a regulated financial advice environment is essential.
• Strong written and numerical skills are required.

Responsibilities

• Prepare pre-approval documentation and compliant suitability reports.
• Utilize technology to produce accurate solutions for clients.

Skills

Communication Skills

Written Skills

Numerical Skills

Report Writing

Education

Diploma in Financial Planning

Tools

Financial Planning Software

Job description

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 [e-mail].