Senior Financial Planning Coordinator

3 days ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time

Job Overview

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IDEX Consulting Ltd is a bespoke financial planning firm with an outstanding reputation, specialising in providing a premium service to high net-worth clients.

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Salary: £45,000 DOE

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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.

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About the Role

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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.

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Key Responsibilities:

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  • 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

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Benefits

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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.

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Requirements

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To be considered for this role, you must have Level 4 Diploma qualification or nearing completion and be local to Cheltenham or Hereford.

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What We Offer

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We provide a supportive and dynamic work environment, allowing you to grow professionally and personally.



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