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  • Salary: £40000 - £45000 per annum + Benefits
  • Location: City of London, London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    11 Jun 2018
  • Job reference: 31055

Are you an experienced Paraplanner looking for a rewarding career in financial services in city of London? Would you like to develop your career with a growing, forward-thinking company who look after their employees on a personal level? This is an opportunity like no other, amazing location, progression opportunities available and a competitive salary. Our client is able to provide you with a very professional, but relaxed atmosphere, as well as extensive company benefits!

The Company

Our client is a well-established financial planning firm based in city of London, who are award-winners in providing independent financial advice to ultra high-networth customers.


As a Paraplanner within this firm you would be working as part of productive, high performing team, providing full support to an Adviser and act as the go to person for the technical support team to seek guidance and assistance. Your role would be to offer the most welcoming, efficient, professional and effective service possible with a high focus on quality and accuracy.


  • 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 clients' existing portfolios, quantifying and analysing those clients' existing investments
  • Liaising with the regulatory and technical team to ensure the advice is compliant
  • Be able to prioritise work in your queue by liaising with Advisers on a regular basis
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
  • 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

To be successful you will need

  • Extensive experience in an IFA environment
  • Level 4 Diploma qualified, ideally working towards Chartered Status
  • A working knowledge of investments, pensions and protection plans as well as other financial products
  • Proven success in a paraplanning role
  • Experience of working within defined service standards and procedures
  • Experience of using CURO or IRESS software
  • Experience of using FE Analytics and Voyant
  • Previous experience dealing with group life and pension schemes
  • Experience of training and people development

If successful, you will benefit from

  • Company discretionary bonus scheme
  • Holiday allowance
  • Company pension scheme
  • Other benefits including: Private healthcare, group income protection, life assurance, childcare vouchers
  • Schemes, including eye care and bike to work
  • Full support with professional qualifications
  • Career progression available into Trainee Adviser role
  • A salary of up to £45,000

This is a fantastic opportunity to progress your career, with an award-winning firm. We are looking for ambitious and goal-orientated individuals, with a keen eye for detail, to represent a company where first impressions are everything. If this is you, send across your CV and we will be in touch with more information! Full job specification 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: