Accessibility Links

Senior Paraplanner

  • Salary: £35000 - £50000 per annum + benefits package
  • Location: Bristol
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    17 Sep 2020
  • Job reference: 34519

The main purpose of the role is to provide first class paraplanning support to a Senior Financial Planner, to take full responsibility for the client file from data gathering, analysis, production and implementation of the financial plan

This is a challenging and interesting role that would suit a Paraplanner who loves technical and detailed report writing and is looking for a truly independent firm that put the client at the hear of everything they do.

Key responsibilities include:

  • Take responsibility for a portfolio of clients, managing ongoing relationships and all enquiries
  • Identify and obtain the information necessary to compile financial cashflow forecast
  • Compile draft net worth statement; financial cashflow forecast and discuss with Planner
  • Undertake research both independently and with the Planner to identify suitable solutions to meet the clients' needs
  • Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile and lifetime cashflow
  • Produce clear, technically accurate, compliant and concise financial planning and suitability reports
  • Ensure fact finds, client questionnaires and meeting notes fully support the advice given
  • Act as main point of contact and deal effectively with technical queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients and attend client meetings with Planner
  • Prepare and coordinate review documentation including; financial planning and portfolio review
  • Manage the ongoing client relationship and professional parties

As a Paraplanner already you will understand the importance of a solid technical knowledge, hold Diploma level 4, and be working towards Chartered status level 6. You will also be great at building client relationships and have experience of dealing with high net worth clients.

Key Benefits

  • Death in Service - 4 x basic salary
  • Full private medical insurance - member only. You may add immediate family members at your own cost
  • Group personal pension scheme - 6% employer, 2% employee
  • Permanent health insurance - 50% of salary index linked to aged 65
  • Annual holiday entitlement - 30 days
  • Flexible working

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.

Our clients include: