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.
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