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Junior Paraplanner

  • Salary: £18000 - £20000 per annum
  • Location: Kingston Upon Hull, East Riding of Yorkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    13 Mar 2018
  • Job reference: 30328

Now more than ever, the financial services industry is welcoming passionate, new professionals into the field. This is an exciting time to join the financial services industry, with a wide range of opportunities available.

We are currently looking for graduates for an entry-level role, as a Trainee Paraplanner working with a chartered financial planning firm in Hull.

My client is looking for a Trainee Paraplanner to support Financial Planners by conducting product research and producing accurate and compliant client reports and suitability letters. This will underpin the delivery of advice to clients by the Financial Planners.

My client is the one of the top IFA's in the UK and a chartered financial practice; 1 of only 5% of all financial planning services in the UK achieve this status.


  • Providing financial planning and suitability reports using the appropriate research tools within the agreed timescale
  • Ensuring that fact finds and the Adviser's meeting notes are fully and comprehensively completed and that all outstanding information has been received prior to preparing any financial planning reports and suitability letters
  • Submitting new business promptly to providers, ensuring legible copies are uploaded to the back office system and implementing agreed actions
  • Obtaining the information necessary to compile an accurate cash flow forecast and preparing cash flow forecasts for clients
  • To work with Financial Planners, other Paraplanners, Managers and Directors on other projects, from time to time as required

To be successful you will need

  • Educated to degree level or equivalent
  • Excellent computer skills including Word and Excel
  • Excellent verbal and written communication skills
  • Good grasp of English language and Mathematical concepts
  • An ability to prioritise your workload and meet deadlines
  • Professional and confident telephone manner
  • Excellent technical knowledge
  • Good awareness of data protection legislation and risks

If successful, you will benefit from

  • A salary of up to £20,000
  • A fast-track pass into the financial services industry
  • Taking pride in working for an organisation that is 'best in class'
  • Excellent career progression opportunities
  • Financial support towards industry qualifications

This is an amazing, fast-track opportunity to kick-start your career in an industry with a company offering progression opportunities and financial support towards industry qualifications.

If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

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