Paraplanner

I'm currently partnered with a bespoke financial planning firm, who are looking for a Paraplanner to join their team in Cheltenham or Hereford. This company holds an outstanding reputation, which sets it apart from their competition on the market.

The company have offices situated all over the country and specialises in working with high net-worth clients to deliver a premium service.

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 directly with the adviser to gather sufficient client information

Perks:

• 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

The successful candidate will need to be relatively local to Cheltenham or Hereford 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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.