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  • Salary: £28000 - £35000 per annum
  • Location: Denbighshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    11 Feb 2020
  • Job reference: 33906

My client is currently looking for an experienced Paraplanner to join their team in North Wales.

The successful candidate will be providing technical, research and administrative support to the Directors and Advisors.


  • Provide technical, research and administrative support
  • Produce client suitability reports and presentations
  • Researching investment funds, products and providers for client meetings on behalf of Advisers
  • Dealing with all aspects of investment and pensions business including tax mitigation and IHT planning for HNW clients
  • Produce cash flow modelling plans, bespoke reports and high quality letters of recommendations
  • Keep full and compliant records on file


  • Able to demonstrate a background of providing high level technical paraplanning, including producing cash flow models and a high quality report writing service
  • A keen understanding of private client advice
  • Expert knowledge of the pensions and investments market
  • Applicants will be at a very minimum of Diploma qualified (or equivalent) and have made significant progress towards Chartered or Certified status
  • A strong technical knowledge of taxation and retirement planning
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process and a knowledge of the financial services world
  • Excellent report writing skills and have a high technical knowledge

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may 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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