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  • Salary: £38000 - £40000 per annum + Benefits
  • Location: Weybridge, Surrey
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    26 Mar 2019
  • Job reference: 32055

My client, a national, award-winning, financial planning and corporate advice provider is looking for a Paraplanner based in their Weybridge office.

You will be a qualified and experienced Paraplanner, working as part of a team of 6 Paraplanners to deliver a first-class research and report writing service to 20 Partners, assisting them in researching and documenting advice to their clients. To support Partners in carrying out high quality research on a restricted and whole of market range of financial planning products, in line with the company's advice process and compliance framework.


  • Writing detailed strategy and recommendation reports resulting in specific recommendations
  • Liaising with product providers and keeping abreast of new products and developments
  • Ability to understand and articulate the Partners requirements, flagging any concerns where appropriate
  • Obtaining information on clients' existing financial arrangements and conducting gap analysis
  • Producing strategy reports providing high level options addressing identified gaps in planning
  • Researching the market in line with guidelines from the Partner and FD's restricted proposition (where appropriate) and preparing personalised high quality reports that are clear to the client, are written in plain English and include all relevant compliance requirements
  • Communication with the relevant Partner throughout this process is of paramount importance

To be successful you will need:

  • Minimum Level 4 Diploma qualified, ideally working towards Level 6
  • Knowledge and experience of using Voyant cashflow modelling desirable
  • Experience of Intelligent Office advantageous
  • Previous experience of working as a Paraplanner within an IFA environment conducting research and writing strategy and recommendation reports for HNW clients
  • Knowledge and experience of paraplanning pre and post retirement scenarios (including pension transfers), investments and taxation along with more complicated advice such as IHT planning, defined benefit pension transfers and structured investments
  • Knowledge and experience of SIPP providers, permitted investments and specialist funds
  • Proven experience of writing quality client friendly reports that meet compliance requirements
  • Knowledge and experience of research tools such as Selectapension, AdvisaCenta, Assureweb, Defaqto, Trustnet, Analytics

If successful you will benefit from a salary of up to £40,000, plus impressive benefits package.

This is a fantastic opportunity to progress your paraplanning career, with an award-winning firm. There are no glass ceilings here! We are looking for ambitious and goal-orientated Paraplanners, 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 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.

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