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DB Paraplanner

Job description

I'm looking for an experienced Defined Benefit Paraplanner to join a highly successful IFA. You will be working alongside the Financial Advisers and Pension Transfer Specialists, preparing and maintaining client files and putting forward recommendations whilst reviewing client financial strategy.

Duties include:

  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with Financial Advisers
  • Identify and obtain the information necessary to compile financial cash flow forecast
  • Identify areas for planning,
  • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client's legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner
  • Prepare suitability letters in accordance with the agreed recommendations
  • Complete application / proposals forms
  • Ensure all compliance paperwork is in order
  • Make changes to clients' investments as instructed
  • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
  • Organise future planning meetings with client
  • Review investment portfolio, asset allocation, risk profile etc

Key skills/Experience required:

  • You must be a defined benefit business specialist
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Strong IT skills
  • Good report writing skills
  • Ability to work independently and in a team


  • Working towards FP Diploma is essential
  • Ideally secured relevant pensions qualifications

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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.