At a Glance
- Tasks: Prepare documentation and reports for high net-worth clients using advanced technology.
- Company: Reputable financial planning firm with a focus on premium client service.
- Benefits: 25 days leave, hybrid work, discretionary bonus, and study support.
- Other info: Flexible working environment with a commitment to diversity and inclusion.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma qualified with experience in paraplanning.
The predicted salary is between 40000 - 50000 £ per year.
I'm currently partnered with a bespoke financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company has offices situated all over the country and specialises in working with high net-worth clients to deliver a premium service. The role offers significant flexibility and autonomy in managing your responsibilities. We're looking for a highly experienced and technically proficient professional to thrive in this position.
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 and be Level 4 Diploma qualified.
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.
Paraplanner in Cheltenham employer: IDEX Consulting
This bespoke financial planning firm in Cheltenham is an exceptional employer, renowned for its commitment to employee well-being and professional growth. With a flexible hybrid working model, generous annual leave, and a strong focus on diversity and inclusion, the company fosters a supportive environment where experienced professionals can thrive while delivering premium services to high net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, especially those who might know someone at the firm you're eyeing. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and understanding of FCA guidelines. We want you to showcase your expertise and how you can deliver that premium service they’re known for.
✨Tip Number 3
Don’t just wait for job openings; be proactive! Keep an eye on our website for new roles and apply directly. It shows initiative and enthusiasm, which employers love.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that keeps you fresh in their minds and shows your appreciation for the opportunity.
We think you need these skills to ace Paraplanner in Cheltenham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with high net-worth clients and any relevant qualifications, like your Level 4 Diploma. We want to see how you can bring your unique skills to our team!
Showcase Your Technical Skills:Since this role requires technical proficiency, don’t shy away from showcasing your tech-savvy side. Mention any software or tools you’ve used to prepare documentation or reports. We love seeing candidates who are comfortable with technology!
Be Clear and Concise:When writing your application, clarity is key! Use straightforward language and get straight to the point. We appreciate well-structured applications that make it easy for us to see your qualifications and fit for the role.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and the FCA guidelines. Being able to discuss compliance and suitability reports confidently will show that you're the right fit for the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully managed client information or produced accurate solutions. This will help demonstrate your experience and how you can add value to their team.
✨Understand Their Culture
Familiarise yourself with the company's commitment to diversity, equity, and inclusion. Be ready to discuss how you can contribute to this culture and why it matters to you.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company’s approach to high net-worth clients. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
