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  • Salary: £35000 - £40000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    31 Jul 2018
  • Job reference: 30170

My client is a leading holistic chartered IFA firm, who has been growing through acquisition over the past 4 years is now looking to appoint a Senior Paraplanner to join their team with one direct report.

The role will be working within a lively, hardworking and fun team of professional Chartered Planners, working closely to help develop a Junior Paraplanner to develop her knowledge.


  • Liaise closely with Financial Planners to gather all required research for production following review
  • Gather and provide product, platform and fund research
  • Prepare complex research, such as annual and life time allowance, CGT, defined benefit transfers and bond chargeable gains calculations
  • Realigning risk profile
  • Present research
  • Working in a client facing team (three or more Advisers), serving HNW clients and assisting with the creation of financial planning report in order to meet the client requirements
  • Draft and co-ordinate technical documents and research for client presentations
  • To develop/maintain report, email, research note, report writing and communication skills to enable effective communications with the client
  • To undertake work of a project based nature as and when required to do so

The successful candidate will be working within a similar role, with a background of producing reports and researching products and funds. Level 4 would be an advantage but not essential. Competitive salary, free car parking and benefits within a progressive firm that is offering career development and support towards further qualification.

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.

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