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  • Salary: £32000 - £38000 per annum
  • Location: Solihull, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    01 May 2019
  • Job reference: 32560

Our client are a very well-established accountancy practice with Financial Planners arm, who are situated within walking distance of Solihull train station, who now have an excellent opportunity for an experienced Paraplanner to join their dynamic and growing business.

Working for a highly successful organisation that has a mentor and an excellent onsite training plan from chartered financial planning speciality, You will be playing an integral role in developing the client's lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to the Financial Planners. In addition you will also play a key role in managing the day to day administration within the business.


  • Preparing for client meetings, ongoing client servicing, ensuring initiative is applied at all times
  • Be able to prepare suitability reports, supporting documentation and research
  • Maintaining data integrity of Adviser Office through accurate data entry and data maintenance
  • Dealing with technical issues arising
  • Maintaining and developing compliance systems
  • Managing and presentation of technical data
  • Assisting with any FCA related Issues
  • Researching products to support recommendations
  • Compiling financial planning reports

The successful candidate will need to have previous experience working as a Paraplanner - preferably within an IFA environment and would ideally suit someone with a sound working knowledge of Adviser Office (1st) Software.. It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect.

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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