Back to jobs

DB Paraplanner

Job description

We are working with a financial planning firm that provides advice to private clients, small to medium sized businesses and to employees of some of the UK's largest organisations.

They are now looking to recruit a home based Paraplanner on a remote basis who holds experience of DB Pension Paralanning.

Your role will include but will not be limited to:

  • Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.
  • Using research tools to ensure independent/holistic advice is provided to the client in line as requested by the Private Client Consultant.
  • Liaise with consultants and other parts of third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities are performed in a timely and quality manner.
  • To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice.

This is a fantastic opportunity for an individual who has obtained the level 4 diploma and holds relevant pensions qualifications.

Benefits include;

  1. Joiners Bonus!
  2. Private Medical Insurance (self cover)
  3. Income Protection (75% salary for 3 years)
  4. Life Assurance (4x salary)
  5. Critical Illness (£50,000 lump sum
  6. Pension (6%)

For more information on this Paraplanning opportunity please click apply!

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.