Idex is supporting this top tier Financial Planning and Investment Management firm to recruit a Paraplanner. This role will report to their Birmingham office and offers hybrid flexibility along with a highly competitive pay and benefits package.

Key Areas of Responsibility:

• Work closely and communicate clearly with administration support
• Manage work-flows
• Receive and implement requests from Advisors
• Gather and record client data on Intelligent Office
• Prepare and deliver client reports to the highest professional standards
• Provide information for annual reviews
• Communicate with clients as required and third parties
• Undertake Financial Planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis
• Comply with the Rules of the Financial Conduct Authority (FCA)

Qualifications & Experience:

• Minimum CII Level 4 qualified
• Experience working in financial services in a similar capacity
  Sufficient technical knowledge in all areas
• Ability to use technical financial planning tools, modelling software
• The ability to communicate effectively in both written and verbal form
• A self-starter, able to work on his/her own initiative with a proactive and flexible attitude

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