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Junior Paraplanner

  • Salary: £22000 - £27000 per annum
  • Location: West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    26 Nov 2018
  • Job reference: 31974

I am currently working exclusively with a leading IFA practice who have grown through acquisition in recruiting for a new project to bring on 2 Junior Paraplanners to work alongside the level 4 and Chartered Paraplanners.

The roles are very important for the business which is why they are looking for someone with experience of working within an IFA Firm, to train to be a Paraplanner.
The Trainee Paraplanner will help support the Paraplanner, by carrying out research and in depth writing of reports.

This role does provide career progression, as my client is willing to develop Trainee-Paraplanners into Paraplanners and then on to full Financial Advisors, as they like to develop staff from within the business.

The successful Paraplanner must be fully qualified or working towards full qualification.


  • Excellent report and research skills
  • Helping to ensure all client files are compliant
  • Helping the Paraplanner with the preparation of advice letters, financial plans and reports
  • General day to day admin tasks to support the Paraplanner's
  • Helping the Paraplanner to prepare documents for presentations and for client review meetings
  • Willing to learn and take on-board in-house training and learn the company process and policies
  • Strong written and verbal communication skills
  • To be able to assist other members of staff, as well as providing support to the Paraplanners
  • To have the relevant knowledge off TCF and how it's implemented within the workplace
  • Previous experience of working within an IFA firm in a financial administration role would be beneficial

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.

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