Accessibility Links

Chartered Paraplanner

  • Salary: £45000 - £50000 per annum + Benefits
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Feb 2019
  • Job reference: 31916

Are you an experienced Paraplanner looking for a rewarding career in the City of London?
Would you like to develop your career with a growing, forward-thinking company who look after their employees on a personal level?

This is a Paraplanner opportunity like no other; amazing location, excellent career progression and a competitive salary. Our client is able to provide you with a very professional, but relaxed working atmosphere, as well as extensive company benefits!

The company

Our client is a well-established, award winning financial planning firm based in city of London, who take pride in providing independent financial advice to ultra high-net worth customers.


As a Paraplanner within this firm you would be working as part of productive, high performing office. You will work in a small team, having direct contact and providing full support to an Adviser. Your role would be to offer the most welcoming, efficient, professional and effective service possible, with a high focus on quality and accuracy.


  • Develop and maintain effective relationships with clients and colleagues
  • Prepare suitability reports appropriate to level of experience
  • Ensure all relevant compliance paperwork has been carried out
  • Carry out technical research as part of the existing arrangement review process
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures
  • Obtain data on in-house and third-party products in order to provide technical valuations as required
  • Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check
  • Deal with client and Insurer queries to completion as appropriate
  • Ensure that client queries are appropriately investigated and accurate responses given
  • Accurately and efficiently support the private client/financial planning team to enable the achievement of targets and meet client expectations
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution

To be successful you will need

  • Extensive experience in the role of a Paraplanner
  • Achieved Chartered or Fellow status, or working towards this
  • A working knowledge of investments, pensions and protection plans as well as other financial products
  • Excellent standard of education with a desire to further development and to undertake relevant examinations
  • Proven success in a paraplanning role

If successful, you will benefit from

  • Competitive salaries; £45,000-50,000
  • Discretionary annual bonus
  • Support towards industry exams, as well as regular training and development
  • Annual team incentives; quarterly awards, payday drinks, team building events etc.
  • Fun and supportive working environment and team culture
  • Plush city-based office with amazing views

This is a fantastic opportunity to progress your paraplanning career, with an award-winning firm. There are no glass ceilings here!

We are looking for ambitious and goal-orientated Paraplanners, with a keen eye for detail, to represent a company where first impressions are everything. If this is you, send across your CV and we will be in touch with more information! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 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 clients include: