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Paraplanner with clear route into Trainee Adviser

  • Salary: £25000 - £40000 per annum + Benefits + Bonus
  • Location: Birmingham, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    05 Oct 2018
  • Job reference: 30957

Opportunity for an experienced Paraplanner to join successful independent financial planning firm just outside of Birmingham City Centre, working with the Director on a 1:1 basis with the view to take on their client bank so they can focus on growing the firm.


You will be responsible for:

  • Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Attend all client meeting with the Director to learn about the clients
  • Preparing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
  • Preparing and interpreting complex plan information with a view to completing transfer analysis
  • Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas
  • Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed

You will benefit from:

  • Salary upto £40,000
  • Company benefits
  • Discretionary bonuses
  • Free parking
  • Quarterly dinners and activities with the teams
  • Career progression

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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