Paraplanner - £55,000 DOE – Hereford – 2 days/week in office
I'm currently partnered with a bespoke financial planning firm, who are looking for a Paraplanner to join their team in Hereford. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus on client longevity.
Responsibilities:
1. Preparing pre-approval documentation prior to report writing
2. Utilising all technology to produce accurate solutions for clients
3. Providing accurate, timely and compliant suitability reports
4. Ensuring all advice documentation is compliant according to FCA guidelines
5. Working directly with the adviser to gather sufficient client information
Benefits:
1. 25 days annual leave + bank holidays
2. Hybrid and flexible working
3. Discretionary bonus
4. Death in service 4x gross salary
5. Study support to Chartered
The successful candidate will need to be relatively local to Hereford and be Level 4 Diploma qualified or nearing completion of.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning and Finance
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