Accessibility Links


  • Salary: £25000 - £30000 per annum + Benefits
  • Location: West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    13 Apr 2018
  • Job reference: 30606

Are you a newly qualified or non-qualified Paraplanner looking for a company who will offer you opportunities to develop your knowledge and experience within the industry? Would you like to progress your career further, but need a supportive environment to do so? My client is offering this new role to Paraplanners based in the West Midlands.

My client is a national, independent wealth management firm, offering financial solutions to private and corporate clients.

My client are looking for a Paraplanner to support their team of Financial Planners and deliver an outstanding research and report writing service to their clients.


  • The full use of relevant software to produce lifetime cash flow planning reports
  • Undertaking product and fund research using Synaptics Product Research and The Exchange
  • Interpretation and summarising of fact find and meeting note records
  • Producing portfolio x-rays to determine underlying asset classes
  • Attending client meetings for the purpose of fact finding, note taking and general information gathering
  • Undertaking full client circumstance analysis and writing comprehensive holistic financial planning reports

To be successful you will need

  • The requisite knowledge to be able to carry out the responsibilities outlined above
  • Experience in a similar position within financial services
  • An understanding of the financial planning process
  • To prioritise and plan own workload to achieve agreed outcomes without supervision

If successful, you will benefit from

  • A salary of up to £30,000
  • A benefits package, including pension and DIS
  • Clear career development opportunities and progression pathways
  • End of year bonus
  • Annual sales conference event

This excellent opportunity would suit a newly qualified Paraplanner looking to start a career with within a company that offer career progression opportunities. It would also be a great opportunity for a non-qualified Paraplanner looking for a supportive firm that will provide financial support for industry qualifications. If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch!

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: