Accessibility Links


  • Salary: £35000 - £42000 per annum + Bonus and Benefits
  • Location: Cheshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    10 Oct 2018
  • Job reference: 31719

My client is an award winning chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future.

Within the role you will support their Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for key areas of the planning process including:

  • Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection
  • Estate planning: inheritance tax mitigation and trust planning
  • Asset allocation: review, compare and establish when re-balance is required
  • Individual fund review: review fund selection and identify fund switches
  • Ongoing portfolio reviews: review portfolio's to identify product sales and purchases. Assess tax position and analyse portfolio returns

To achieve this, as part of your duties you will:

  • Attend client meetings alongside the Financial Planner
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
  • Carry out research and analyse products and services that are appropriate to each client's financial circumstances then discussing appropriate solutions with the Financial Planner
  • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
  • Complete quarterly reviews of client's portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
  • Effectively use research and planning systems such as Analytics, O&M, Voyant, Curo and Volume and wrap platforms such as Nucleus and 7IM
  • Be responsible for ensuring that recommendations are fully implemented in a timely manner
  • Maintain up-to-date knowledge of the industry, compliance and regulatory developments
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business

The ideal candidate:

  • Confident in preparing and explaining numbers
  • High attention to detail and accuracy
  • Professional and ethical
  • Ability to manage time and organise effectively
  • Ability to work on own initiative
  • Ability to work individually or as part of a team
  • Flexibility
  • IT literate
  • Excellent people, interpersonal and listening skills
  • Report writing, with ability to explain financial terminology in plain English
  • High level of customer service

Experience required

  • As a minimum they require all of their Paraplanners to have experience within a similar role and hold (CII) Level 4 Diploma in Regulated Financial Planning (or equivalent) or with a specific plan in place to achieve this qualification

Desired requirements

  • CII Level 6 Advanced Diploma in financial Planning (Chartered Financial Planner)
  • Institute of Financial Planning Certified Financial Planner
  • CM Certification or Fellowship Certificate in Discretionary Management

What they offer in return:

My client recognises the importance of its staff and as such rewards all of them with a highly competitive salary along with a fantastic benefits package such as a discretionary bonus (13% last year), contributory pension, life assurance (4 x salary) and private health insurance. Employees also have access to Perkbox which gives plenty of rewards and discounts for high street shops, cinema tickets, mobile phone insurance and lots more.

They provide a complimentary breakfast to all staff every day, and a very generous holiday entitlement of 33 days plus bank holidays, rising to a maximum of 38 days due to length of service.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our clients include: