Financial Planning Consultant

7 days ago


Hereford, Herefordshire, United Kingdom IDEX Consulting Full time
Job Title: Financial Planning Consultant

The successful candidate will be responsible for delivering a premium service to high net-worth clients. As a Financial Planning Consultant, you will be working directly with the adviser to gather sufficient client information, ensuring all advice documentation is compliant according to FCA guidelines. The ideal candidate will be Level 4 Diploma qualified or nearing completion of and relatively local to Cheltenham or Hereford.

Responsibilities:
  1. Preparing pre-approval documentation prior to report writing.
  2. Utilising technology to produce accurate solutions for clients.
  3. Providing timely and compliant suitability reports.
  4. Ensuring all advice documentation is compliant.
  5. Working directly with the adviser to gather client information.

Benefits:

  • 25 days annual leave + bank holidays.
  • Hybrid working - Just 1 day/week at their office.
  • Discretionary bonus.
  • 6% pension contribution.
  • Wellbeing programme.
  • Death in service 4x gross salary.
  • Study support to Chartered.
Salary: £40,000 - £60,000 per annum.

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