Paraplanner

1 week ago

Rhondda Cynon Taf, United Kingdom IDEX Consulting Ltd Full time
Job Description

Paraplanner - £40K DOE + Bonus – Rhondda Cynon Taff / Hybrid


I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.


The business local to Rhondda Cynon Taff offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.


Responsibilities:


  • Preparing pre-approval documentation prior to report writing
  • Utilising 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 with the adviser to gather sufficient client information


Perks:


  • 30 days annual leave + bank holidays
  • 10% bonus
  • Flexible and hybrid working
  • Private medical insurance
  • Healthcare cash plan
  • 5% employer pension contribution
  • Study support to develop and progress


The successful candidate will need to be based local to Rhondda Cynon Taff and be Level 4 Diploma qualified or nearing completion of.


If this role sounds like it could be for you, and you would like some more information please send your CV to


Paraplanner - £40K DOE + Bonus – Rhondda Cynon Taff / Hybrid

  • Paraplanner

    2 weeks ago

    Rhondda Cynon Taf, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £40K DOE + Bonus – Rhondda Cynon Taff / Hybrid I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Rhondda...

  • Paraplanner

    3 weeks ago

    Rhondda Cynon Taf, United Kingdom IDEX Consulting Ltd Full time

    Job DescriptionParaplanner - £40K DOE + Bonus – Rhondda Cynon Taff / Hybrid I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business...

  • Paraplanner

    1 week ago

    Rhondda Cynon Taf, Wales, United Kingdom IDEX Consulting Ltd Full time €40,000

    Paraplanner - £40K DOE + Bonus – Rhondda Cynon Taff / Hybrid I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to...

  • Paraplanner (Pensions Management)

    1 week ago

    Rhondda Cynon Taf, Wales, United Kingdom IDEX Consulting Ltd Full time €40,000

    Paraplanner - £40K + Bonus – Cardiff / Hybrid Preparing pre-approval documentation prior to report writing The company offer hybrid / flexible working, including study support to become chartered should this be your ambition. As well as 10% bonus, 30 days annual leave, medical insurance and more! Paraplanner - £40K + Bonus – Cardiff / Hybrid

  • Paraplanner

    3 weeks ago

    Rhondda Cynon Taff, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner - £40K DOE + Bonus – Rhondda Cynon Taff / Hybrid I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Rhondda...

  • Financial Planning Assistant

    3 weeks ago

    Rhondda, Rhondda Cynon Taf, United Kingdom IDEX Consulting Ltd Full time

    Job Title: ParaplannerJob DescriptionWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd. This is a newly created role that offers a true pathway to progress within the company.The successful candidate will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions for clients, and...

  • Senior Financial Planning Associate

    3 weeks ago

    Talbot Green, Rhondda Cynon Taf, United Kingdom Recruit Wealth Ltd Full time

    Job Summary:We are seeking an experienced Paraplanner to join our team at Recruit Wealth Ltd. As a key member of our Financial Planning department, you will provide technical guidance to our financial advisers to ensure clients receive excellent financial advice.Key Responsibilities: Preparing pre-approval documentation prior to report writing Ensuring...

  • Financial Planning Assistant

    3 weeks ago

    Rhondda, Rhondda Cynon Taf, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner RoleIDEX Consulting Ltd is seeking a skilled Paraplanner to join their team in Rhondda Cynon Taff. This newly created role is part of the company\u0027s growth strategy, which has seen additional headcount, revenue, and FUM come into the business this year.The successful candidate will be responsible for preparing pre-approval documentation,...