Accessibility Links


  • Salary: £35000 - £42000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    12 Mar 2019
  • Job reference: 32359

My client is a chartered IFA practice in Manchester City Centre. They are currently looking for an experienced Paraplanner to join their team.

  1. Provide paraplanning support to Financial Planners and Directors
  2. Prepare reports and recommendations in line with client needs, Financial Planner findings and research undertaken
  3. Provide full pre-sale paraplanning support for Financial Planners, ensuring that suitability reports and research are accurate, concise and timely. It is expected that this will be reflected in suitability checks that are graded compliant
  4. Maintain a good understanding and overall technical knowledge
  5. Provide technical research for fund and product recommendations
  6. Liaise with Financial Planners and Client Liaison Managers, as required
  7. Ensure that accurate client records are updated and maintained effectively
  8. Support Financial Planners with ad hoc queries and tasks

Qualifications and Education Requirements

DipPFS (Level 4) is essential for this role. There is a further expectation that successful applicants for a Paraplanner role with CWM will work towards achieving chartered (Level 6) status.

Preferred Skills

Excellent technical knowledge of pensions, investments and protection
Comprehensive knowledge of the financial services market
Proven ability to work well both as an individual and within a team
Experience of producing high-quality, articulate and technical suitability reports and supporting research
Level 4 qualified, prepared to work to level 6
Willingness and ability to challenge Financial Planners, where appropriate

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: