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Job description

We are working with one of the UK's leading integrated wealth management and professional services group. Due to growth and internal movements they are now looking to recruit an additional 2 Paraplanners to join the team!

Your role:
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.

A good knowledge of advice and understanding of clients' needs and the desired client outcomes so the ideal candidate will hold the level 4 diploma (or be one exam away)

Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.

To support Financial Planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.

Some of your responsibilities will be to:

  • Prepare suitability reports across a wide range of advice types, financial products and investment solutions
  • Carry out any necessary technical research
  • Ensure client records contain sufficient know your client information to demonstrate suitability of our advice and that they are kept accurate and up to date at all times
  • Work with the Financial Planner to ensure the correct client outcome in achieved
  • Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
  • Manages own workload to meet personal targets
  • Communicate effectively with the Financial Planners to manage expected delivery dates
  • Responsible for managing process, tasks and complying with FCA guidelines
  • Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
  • Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

Qualifications to be successful in this role, you should have:

  • Demonstrable experience of paraplanning gained with a proven solid technical knowledge, with at least 1 years experience within the role
  • Proven track record of delivering written financial advice
  • Good organisation and prioritisation skills; able to work independently and within a team
  • Excellent communication skills both written and verbal
  • Good stakeholder management with positive influencing skills
  • Literacy, numerical and analytical skills are essential

Benefits include:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

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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.