Senior Financial Planning Coordinator
3 days ago
Job Overview
">IDEX Consulting Ltd is a bespoke financial planning firm with an outstanding reputation, specialising in providing a premium service to high net-worth clients.
">Salary: £45,000 DOE
">The successful candidate will work 1 day a week in our office located in Cheltenham or Hereford. This role requires Level 4 Diploma qualification or nearing completion and the ability to work locally.
">About the Role
">We are seeking a skilled Paraplanner to join our team, responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions, and ensuring compliant advice documentation.
">Key Responsibilities:
">Preparing pre-approval documentation prior to report writing
Utilizing 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 directly with the adviser to gather sufficient client information
Benefits
">This role offers a competitive salary of £45,000, hybrid working, discretionary bonus, 6% pension contribution, wellbeing programme, death in service 4x gross salary, and study support to Chartered status.
">Requirements
">To be considered for this role, you must have Level 4 Diploma qualification or nearing completion and be local to Cheltenham or Hereford.
">What We Offer
">We provide a supportive and dynamic work environment, allowing you to grow professionally and personally.
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