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  • Salary: £40000 - £45000 per annum + Benefits + Bonus
  • Location: London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    07 Feb 2018
  • Job reference: 29873

Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?

If so, we are searching for enthusiastic and hardworking individuals to join our team.

You should have good technical financial and personal tax knowledge, experience of complex report writing and conducting whole-of-market product research. The ability to make client service and quality a top priority, whilst ensuring accuracy and compliance with the Financial Conduct Authority requirements, is essential.

We are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. We are an expanding business with offices in Leeds and London.

As a Paraplanner you would be working as part of a productive, high performing team to provide full support to the Advisers. Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Your duties would include:

  • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
  • Providing high quality technical, administrative and research support to the Advisers
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans
  • Undertaking research for asset allocation on client's existing portfolios, quantifying and analysing those client's existing investments
  • Liaising with the risk and compliance team to ensure the advice is compliant
  • Building strong and effective working relationships with other teams in the firm and third party product providers
  • Attending and contributing to meetings - both internal and external - and delivering group and individual training on topics appropriate to the role
  • Ensuring that all client records and data are maintained accurately and efficiently
  • Participating in ad hoc projects and tasks as and when required


  • The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text
  • Experience of analysing client's circumstances and objectives in order to provide suitable holistic financial advice
  • Proficiency in complex report writing
  • Experience liaising with third party providers
  • CII Diploma in Financial Planning or Regulated Financial Planning or working towards attaining the CII Diploma
  • Excellent grammar, spelling and punctuation skills
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational skills
  • Experience within private wealth management
  • Experience of working within a team environment
  • Experience of working to targeted service standards and procedures
  • A proven track record in delivering first-class client service
  • A good working knowledge of regulatory requirements
  • Ambitious and goal-orientated
  • Evidence of continual learning and development of skills and knowledge
  • An adaptable and flexible approach to work within a changing environment
  • Experience of working unsupervised with a high level of self-motivation
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems


  • Experience of using CURO or IRESS software;
  • Experience of using FE Analytics and Prestwood Truth
  • Previous experience dealing with group life and pension schemes
  • Part FPC/RO/CF qualified
  • Experience of training and people development


  • Company discretionary bonus scheme
  • Full time hours Monday to Friday 9.00am and 5.00pm - 1 hour for lunch
  • 24 holidays (increasing to 26)
  • Duvet days (potential for 4)
  • Company pension scheme
  • Private health care*
  • Group income protection
  • Life assurance
  • Childcare vouchers
  • Eye care scheme
  • Bike to work scheme
  • Full support with professional qualifications*
  • Career progression available

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: