My client is currently looking for a Paraplanner to join their team in Southport.

The role of the Paraplanner is to support the advisors with the design, construction and delivery of exceptional advice and recommendations to meet our client's goals. They are responsible for managing all Client Reporting, Analysis & Research and Post Review.

THE ROLE

• All recommendation and annual review reporting for new and existing clients which could require attendance in client meetings and will require engagement with the assigned adviser
• Providing guidance and assistance for advisers, in the development of investment portfolios for clients of the firm
• Training other members of the team on matters relating to the above activities, as required
• Maintenance of any proprietary investment management tools used in the above activities
• Ensuring the investment management processes are being followed and continually reviewed and improved
• Supporting planners and advisers in the application of those processes in support of the client
• Providing a contact point for administration regarding any queries concerning the implementation of portfolio changes
• Support the continual improvement and development of existing processes and controls
• Support the wider strategic and business goals of the business with objectives that compliment the skills and experience of a Financial Planner

Required Knowledge

A Paraplanner must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and also possess a strong awareness of the regulatory framework.

They should possess a Level 4 Diploma in Financial Planning (or equivalent) or have a clear development path to achieving Chartered status and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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.