Accessibility Links


  • Salary: £35000 - £45000 per annum + benefits and bonus
  • Location: Bolton, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    29 May 2019
  • Job reference: 29696

As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join a Wealth Management business in Bolton.

The successful candidate will work within an established team and will support 3 experienced Advisers in areas of high net worth financial planning including complex pensions and investments work.

The Role:

  • Research and analyse products that are appropriate to the client's circumstances
  • Prepare detailed reports and suitability letters and assist the Financial Planners in establishing new client relationships
  • Obtaining illustrations and quotations
  • Dealing with technical queries
  • Keeping up to date on legislative and regulatory issues
  • Ensuring that research and reports are compliant with internal processes and legislative requirements
  • Attend client meeting when necessary

The Candidate:

  • Diploma Level 4 qualified
  • Keen to progress with industry exams (working towards Level 6)
  • To be able to work on own initiative with great attention to detail
  • Strong interpersonal skills, drive and energy
  • Motivated by working in a fast paced environment
  • Organised and able to prioritise

What They Offer:

  • Attractive and competitive basic salary
  • Pension Scheme - Employer contribution 5% of salary provided Employee pays 3% (gross)
  • Death in Service cover - 3 times basic salary
  • 25 days holidays + bank holidays
  • Regular social events
  • Support with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business
  • Structured personal development
  • Free on-site parking
  • Discretionary bonus

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.

Our clients include: