Pensions Paraplanner Opportunity
3 weeks ago
We are seeking an experienced Pensions Paraplanner to join our team at IDEX Consulting in Cheltenham or Hereford. This role offers a unique blend of challenges and opportunities for growth and development within a dynamic financial planning firm.
About the RoleIn this position, you will be responsible for preparing pre-approval documentation, using technology to deliver accurate solutions, and producing timely suitability reports. Your primary focus will be on ensuring that all advice documentation meets FCA guidelines and that client information is gathered efficiently.
Key Responsibilities- Preparing detailed pre-approval documentation for reports
- Developing and implementing efficient solutions using available technology
- Creating comprehensive suitability reports that meet regulatory requirements
- Maintaining accurate records of client information and advice provided
- Liaising closely with the adviser to ensure seamless communication and information exchange
- Generous annual leave package with bank holidays
- Flexible hybrid working arrangement, allowing for remote work with one day per week in the office
- Performance-related discretionary bonus
- 6% pension contribution towards your future
- Access to a wellbeing programme for overall health and wellness
- Life assurance providing 4x gross salary in the event of death in service
- Support for professional development, including study assistance towards Chartered status
A minimum of Level 4 Diploma qualification is required, along with excellent communication and organizational skills. Strong technical knowledge and experience in the financial sector are essential for success in this role.
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Hereford, Herefordshire, United Kingdom IDEX Consulting Full timeWe are seeking an exceptional Paraplanner to join our team at IDEX Consulting in Cheltenham or Hereford.This role involves supporting our advisers in providing high-quality services to our clients, who are predominantly high net-worth individuals.Key Tasks:Develop and maintain thorough understanding of our clients' needs.Collaborate with internal teams to...
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Financial Services Paraplanner
3 weeks ago
Hereford, Herefordshire, United Kingdom IDEX Consulting Full timeWe are partnering with IDEX Consulting, a bespoke financial planning firm, to find a skilled Paraplanner for their Cheltenham or Hereford location.The company has a national presence and specializes in serving high net-worth clients, delivering a premium service.About the Role:Prepare pre-approval documentation before report writing.Utilize technology to...
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Paraplanner Role in Cheltenham or Hereford
3 days ago
Hereford, Herefordshire, United Kingdom IDEX Consulting Full timeJob Description: We are seeking a Paraplanner to join our team in Cheltenham or Hereford. The role involves preparing pre-approval documentation, utilising technology to produce accurate solutions for clients, providing timely and compliant suitability reports, ensuring all advice documentation is compliant, and working directly with the adviser to gather...
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Cheltenham/Hereford Location
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Hereford, Herefordshire, United Kingdom IDEX Consulting Full timeIDEX Consulting, a specialist financial planning firm, seeks an experienced Paraplanner to join their team in Cheltenham or Hereford.The role requires preparation of pre-approval documentation, utilizing technology to deliver accurate client solutions, and producing compliant suitability reports.Responsibilities:Support advisers in gathering client...
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Experienced Paraplanning Professional
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Financial Services Professional
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Hereford, Herefordshire, United Kingdom IDEX Consulting Full timeLocated in the picturesque towns of Cheltenham or Hereford, IDEX Consulting seeks a skilled Pensions Paraplanner to join their team. With offices across the country, this financial planning firm specializes in delivering premium services to high net-worth clients.Job SummaryThis is an exciting opportunity for a Level 4 Diploma qualified individual to utilize...
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Senior Financial Planning Specialist
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