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Paraplanner/Junior Advisor

  • Salary: £30000 - £35000 per annum
  • Location: Warwickshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    25 Mar 2021
  • Job reference: 35373

"This is a business you will find no egos, prejudice or corporate BS here."

A leading fintech firm, who's vision is a future where everybody in society has access to jargon-free, holistic financial advice and guidance, 24/7, from a regulated digital Agent, supported by qualified human experts where required. Extending the reach of financial advice to everyone in society.

They are working to solve one of the most prevalent issues of our time. For they want the best people and will settle for nothing less than extraordinary.

Role purpose

The purpose of the role is to support the automated advice with case checking - (referrals/annual reviews/sampling), and offering a range of remote advice services commensurate with the independent status. As a regulated business this advice needs to be carefully delivered to agreed compliance and service standards.

Key responsibilities

  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
  • Assisting advisers with the presentation of recommendations, referrals from the automated advice platform
  • Assisting with firm wide centralised investment process and proposition.
  • Assisting with firm wide centralised suitability letter approach and templates.
  • Assisting with product and fund research required for inclusion in advice strategies.

Knowledge, skills and qualifications

  • You will already hold Level 4 Financial Services qualifications (IMC, CII, IFS, CFA etc.)
  • You will also have a holistic market knowledge and interest in best practice advice.
  • Good verbal and written communication skills
  • Strong excel skills
  • Conscientious
  • Enjoys rising to a challenge and does not see problems as
  • Self-starter


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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