Back to jobs

Senior Paraplanner

Job description

My client is currently looking for a Senior Paraplanner to join their team in Stoke on Trent.

They've got a team of Paraplanners and they're looking for a Senior Paraplanner to slot seamlessly into the group with a view of potentially leading the team in 12 - 18 months time.

As a Senior Paraplanner you'll be expected to deal with the following:-

  • Investment research
  • Preparing and compiling financial analysis data
  • Writing financial planning recommendation reports
  • Client cashflow planning
  • Being involved in some client meetings and helping design planning strategy for clients
  • The client review process
  • Making sure all regulatory and compliance standards are met

A few of the benefits:

  • Great salary - negotiable, dependent on qualifications and experience
  • Generous holiday allowance - 25 days holiday plus bank holidays
  • Flexible-working hours
  • Fully funded Financial Services Exams
  • Health MOTs
  • Community and environmental work
  • Loads of social shindigs
  • A pretty impressive office

They're looking for people who value the same things as them:

  • Teamwork - we work better when we all work together.
  • Passion - passionate people make the future brighter.
  • Ambition - always push yourself. But always be yourself.
  • Community - giving back today builds legacies tomorrow.
  • Honesty - every great business is built on honesty.

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.