Paraplanner

We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

As our Senior Paraplanner, you will typically:

• Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
• Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature
• Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessary
• Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation
• Manage your diary effectively and proactively to ensure you adhere to SLA's whilst ensuring the key performance metrics are met
• Complete tax and other complex ad-hoc calculations for clients and advisers, as and when required
• Support the training and on-boarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach
• Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business
• Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emails
• Develop a thorough understanding of the firm's Advice Guidance, as and when delivered
• Identify any process issues/improvements and escalate to management for investigation.

What we are looking for in our ideal Senior Paraplanner:

• Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports
• Experience in an IFA environment, demonstrating quality communication both written and verbal.
• A high level of accuracy and attention to detail in written/numerical skills
• Good working knowledge of Microsoft Office application
• Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report-writing skills

Benefits and Perks

• Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
• Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme - All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service
• Health and well-being - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and well-being initiatives, including discounted health club memberships and free healthcare benefits
• Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

Our Diversity, Equity and Inclusion Mission

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.