What will you be doing?

We're seeking a talented individual to join our client delivery team in Birmingham. To prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) 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.

As a Paraplanner, some of your responsibilities will be to:

• Develop and maintain effective relationships with clients and colleagues.
• Prepare suitability reports across a wide range of financial products.
• Ensure all relevant compliance paperwork has been carried out.
• Carry out technical research as part of the existing arrangement review process.
• Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
• Maintain awareness of, and act in accordance with, all compliance and legislative obligations. Obtain data on in-house and third-party products in order to provide technical valuations as required.

To be successful in this role, you should have:

• Minimum Diploma in Financial Planning (DipPFS) or equivalent Level 4 industry qualification. Experience in a similar Paraplanning role with a desire to further development and to undertake relevant examinations.
• Client focus, good telephone manner.
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills to meet deadlines.
• Excellent inter-personal skills, both written and verbal.
• Ability to work independently and in a team.

As a colleague, you will get:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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.