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  • Salary: £25000 - £40000 per annum + Benefits + bonus
  • Location: Cardiff
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    26 Mar 2019
  • Job reference: 32383

Looking for local opportunities near Cardiff? My client, a leading wealth management firm, is looking for a Paraplanner to join their team in the capital of Wales.

As Paraplanner, you will provide a comprehensive support to the Independent Wealth Planner based in Cardiff, who is also Fellow of the Chartered Institute for Securities and Investments as well as a Chartered Wealth Manager.

You will take ownership of the 'behind the scenes' non-client facing aspects of the wealth planning role which will allow the Wealth Planner to spend considerably more time in front of clients. You will also work directly with the Adviser on new clients and be one step ahead of them when it comes to existing client reviews.


  • Researching products and funds to assist Adviser when put together a comprehensive recommendation for clients
    • Working with threesixty panel for products and fund choices
    • Preparing information for review of any potential off panel requests
    • Requesting information from the clients existing schemes and assessing these schemes for efficiency
  • Writing suitability reports, ensuring;
    • Accuracy of client specific information
    • All risk warning included
    • Meet standards set by compliance department
    • Meet FCA guidelines
    • Working with existing templates
  • Preparing review information ahead of client meetings
    • Reviewing existing investments, comparing to benchmarks and suggesting potential fund switches where necessary
    • Writing review letters to clients after adviser meeting to confirm details of reviews (fund switches, risk profiling review, etc.)
  • Client contact
    • Be able to do initial basic factfinding over the phone with any potential new clients
    • Support clients with any specific queries over the phone
  • General office duties
    • Complete new business packs
    • Scanning of all information to client file
    • Deal with post/calls

To be successful you will need

  • Previously worked as a Paraplanner
  • Demonstrable knowledge of financial products; particularly in relation to pensions, estate planning and investments
  • Excellent attention to detail and organisation skills
  • Proactive, self-motivated and be able to take own initiative
  • Qualified to Level 4 at a minimum
  • Good knowledge of Windows Microsoft - Excel and Word
  • Good understanding of Intelligent Office/Intelliflo preferable

If successful, you will benefit from

  • Salary c.£35,000-£40,000
  • Discretionary bonus
  • Death in service
  • Pension - 5% matched
  • 25 days holiday
  • Gym membership (max £25 monthly contribution)
  • Private healthcare scheme
  • Ride 2 work scheme
  • Season ticket loan
  • Flexible working hours

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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