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  • Salary: £40000 - £45000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    23 Oct 2018
  • Job reference: 31262

My client is a leading wealth and investment management firm in the heart of Manchester and they are currently looking to appoint a Paraplanner to their team.

  • Provide appropriate support for Financial Planning Managers
  • Facilitate the smooth processing of new and existing business
  • Liaise with the administration team
  • Assist with monitoring the performance and work throughput of the administration team thereby ensuring standards are maintained and deadlines are met
  • Assist with the monitoring of compliance standards across the FP department
  • Assist with reconciliation of commissions and fees for the FP department
  • To build a working knowledge of the business support function and to manage the teams relations with business support
  • Complying with the regulatory regime whilst demonstrating an understanding of your responsibility within the regulatory framework
  • Create and maintain effective working relationships with clients and colleagues
  • Prepare business generating documentation for the Financial Planning Managers including report writing
  • To perform all necessary actions required in order to comply with all FCA rules and regulations applicable to the role, while adhering to TCF procedures at all times


  • CII Diploma in Regulated Financial Planning (or equivalent) is a minimum requirement
  • Experience in financial planning is essential
  • In-depth understanding of financial markets/risk management techniques/regulatory requirements
  • Proven business and team-building ability
  • Self motivated, ambitious and decisive
  • Team player with first-rate people skills
  • Strong communication skills
  • Ability to work to deadlines and prioritise workload

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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