Job description
An established and highly regarded independent financial planning firm, is looking to appoint an experienced Paraplanner to join its growing team based on the outskirts of Redditch.
This business prides itself on delivering truly independent advice, offering clients access to the whole of the market and building long term, trusted relationships. You will be joining a collaborative, supportive environment where quality of advice and client service genuinely come first.
The Role
Reporting to the Paraplanning Team Supervisor, you will provide high level technical support to advisers and play a key role in delivering clear, compliant and client focused advice.
Your responsibilities will include:
- Writing multi pension and investment suitability reports
- Preparing protection, tax planning and annual review reports
- Identifying missing KYC information and liaising with advisers and support staff to obtain it
- Preparing documentation for client sign off
- Recording client communications accurately and consistently
- Liaising with product providers and third parties to gather information
- Supporting with tax calculations where required
This is a full time, permanent position within a business that values attention to detail, technical strength and continuous development.
About You
- Experience within financial services is essential
- Strong suitability report writing skills
- High standards of written and numerical ability
- Working towards or holding Level 4 Diploma in Financial Planning (or equivalent)
- Organised, detail focused and able to manage multiple deadlines
- A strong team player with a proactive mindset
- Administrative experience is advantageous
- Driving licence preferred due to limited public transport links
What's on Offer
- 35 hour working week with early finish on a Friday
- 26 days holiday plus bank holidays and holiday purchase scheme
- Contributory pension and death in service benefit
- Annual bonus
- Ongoing professional development support, including funding towards Diploma exams
This is an excellent opportunity for a driven Paraplanner who wants to join a stable, growing firm where development is encouraged and your technical expertise will be valued.
To apply or for further information, please contact:
Ellie Sedgwick
IDEX Consulting
07441 341 817
ellie.sedgwick@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.
