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  • Salary: £30000 - £50000 per annum + Bonus and Benefits
  • Location: Sutton, Surrey
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    05 Feb 2019
  • Job reference: 32283

Would you be interested in working with one of the UK's Top 10 IFA's? With all the benefits of a global presence and leading reputation in the financial services market, but the family feel and proactive, entrepreneurial nature of a small IFA?

We have an exciting opportunity for an experienced Paraplanner to join a highly successful, award-winning, international organisation based in Sutton.


Working solely with the Director to assist in the provision of financial planning and advice to prospective and existing UHNW clients.


  • To draft financial planning reports in order to meet and/or exceed agreed activity targets
  • To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice
  • To record/maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/management information to be kept up-to-date
  • To develop/maintain report writing and communication skills to enable effective communications with the client
  • To undertake work of a project-based nature as and when required to do so

To be successful you will need:

  • Experience of working in financial services in a financial planning, research or technical capacity
  • Minimum of Diploma qualified and holds either AF3 and/or AF7 (alternatively, G60 and RO8)
  • Committed to obtaining Chartered Status
  • Good writing skills
  • Evidence of technical competence
  • IT skills including use of laptop/desktop computing, Microsoft Office (or equivalent) and database (CRM) management and preferably Intelligent Office

If successful, you will benefit from:

  • Competitive salary
  • Discretionary annual bonus
  • Excellent benefits, including life cover, income protection, interest free season ticket load, PMI, pension, Christmas-shopping day, as well as a number of voluntary and flexible benefits!
  • Clear career development opportunities and progression pathways
  • Support towards qualifications
  • Good transport links
  • Flexible working patterns
  • Part of a larger network, providing further opportunities globally

This is an excellent opportunity to progress your career with a highly professional practice, who have an excellent reputation for providing learning and development opportunities to their employees in a friendly and welcoming environment. 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 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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