Back to search
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
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
Our Diversity, Equity and Inclusion Mission
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.
