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Senior Paraplanner

  • Salary: £25000 - £55000 per annum + Benefits
  • Location: London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    03 Jul 2018
  • Job reference: 30220

We have an exciting opportunity for a Senior Paraplanner to join a chartered, independent advisory firm based South West London.

The Company
My client is a client-centric, chartered, independent advisory firm based in South West London. They specialise in pensions, investments and financial planning.

The Senior Paraplanner role will provide financial planning support to Advisers in a successful team, assisting them in delivering an outstanding holistic financial planning service to new and existing clients of the firm, with clarity and in the context of the degree of complexity advising these clients necessarily involve.


  • To support Financial Planners in the provision of high-quality technical advice and financial strategy to clients
  • To ensure the smooth delivery of excellent client services as per the business process
  • To efficiently manage and organise technical tasks and workflows
  • Preparation of draft financial plans for prospective and existing clients and draft recommendations to meet client needs
  • Preparation of documentation for client meetings as per the business process
  • Servicing of existing clients as per the business process
  • Supporting other team members in specialist knowledge areas
  • Ensuring business and compliance processes are followed to required timescales
  • Organisation of the investment committee meetings, preparation and collation of relevant documentation and research
  • Communication with clients (phone calls, meetings etc.)

To be successful you will need

  • Experience within the independent sector of the financial services industry
  • To be working towards becoming a Chartered Financial Planner (or IFP equivalent)
  • To have team player ethos
  • Understanding of the principles of asset allocation and portfolio construction
  • Excellent understanding of the financial planning process
  • Knowledge of Voyant (desirable)
  • To be familiar and competent with IFA CRMs, preferably Intelligent Office (IO)
  • Software: Selecta Pension, Morning Star, Defaqto, Act, Voyant, Assureweb, Word, Excel, Outlook

If successful, you will benefit from a salary of up to £55,000, plus benefits.

If you have vision, drive and a team player ethos and match my client's requirements, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

Our clients include: