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    Financial Paraplanner - Bath, Somerset, United Kingdom - IDEX Consulting

    IDEX Consulting
    IDEX Consulting Bath, Somerset, United Kingdom

    2 weeks ago

    Idex Consulting background
    Description
    An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times

    They are looking for an individual that has obtained their level 4 diploma, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.

    To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
    Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
    Provide research and analysis of investment funds and financial products, whilst considering the client objectives
    Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
    Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
    Good understanding of the Financial Planning process
    Excellent planning and organisational skills
    This is a unique opportunity for a paraplanner in Bath or Gloucester to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set up
    Holiday - 25 days + Bank holiday and extra for each years service up to 28.
    Group Pension
    Visit the IDEX Consulting Ltd website for further opportunities.

    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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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