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Financial Planning Paraplanner

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full time
About the Role

We are seeking a motivated and detail-oriented Paraplanner to support our team in Cheltenham or Hereford. This exciting opportunity offers a unique blend of challenge and reward, with opportunities for career growth and professional development.

Job Summary
  1. Prepare and review documentation for suitability reports
  2. Develop and maintain relationships with clients and advisers
  3. Stay up-to-date with industry developments and best practices
  4. Collaborate with the team to achieve business objectives
  5. Contribute to the delivery of high-quality client services
Requirements

To be successful in this role, you will need to have a strong understanding of financial planning principles and practices. A Level 4 Diploma qualification or equivalent experience is essential.