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Paraplanner

  • Salary: £30000.00 - £40000.00 per annum
  • Location: Work from home
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    13 Jul 2021
  • Job reference: 35942a

We are working with a client who is looking to expand their specialised team and bring a new Paraplanner to join the protection and annuities financial planning desk in any of their above offices.


This role will see you working directly with the financial planning team and working closely with your peers in order to provide technical research and report writing services. You will need to ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.


This role (should you want to) will see you develop into a Financial Planner, with the support to obtain your level 4 diploma and career progression structure in place.


Duties will include but will not be limited to:

  • Develop and maintain effective relationships with colleagues
  • Prepare suitability reports appropriate to level of experience and under relevant supervision
  • Ensure all relevant compliance paperwork has been carried out
  • Carry out technical research as part of the existing arrangement review process
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures
  • Maintain awareness of, and act in accordance with, all Compliance and legislative obligations
  • Discuss client objectives with the relevant Financial Planner, identifying necessary client information in order to prepare the necessary suitability check
  • Accurately and efficiently support the Financial Planning team to enable the achievement of targets and meet client expectations
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
  • Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
  • Keep advisers updated with progress and liaise with them to expedite completion of advice


To be considered

  • Working towards your level 4 diploma - ideally hold R01 or R05
  • Have recent paraplanning experience
  • Ideally have worked within the protection and annuities space
  • The ability to prioritise and juggle workload.
  • Excellent communication skills, both written and verbal
  • Attention to detail
  • Client confidentiality


You will receive a generous benefits package as well as a highly competitive basic!


For more information on this paraplanning role please apply for the role.


Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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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