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Support Paraplanner

Job description

Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?

Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?

If so, then we have the perfect opportunity for you!

This is a fantastic opportunity to expand your experience and knowledge as a Paraplanner to join one of the best and technically gifted financial planning firms in the Midlands.

Technical Paraplanner - key tasks and responsibilities:

  • Develop a thorough understanding of the firm's advice process
  • Participating in and delivering financial research within agreed timeframes, on solutions and investments including VCTs, business relief, AIM, on an independent basis using a range of third-party research tools
  • Producing suitability reports
  • Provide technical support and administration

Technical Paraplanner - key requirements:

  • Diploma in Financial Planning as a minimum qualification requirement
  • Demonstration of knowledge, interest and experience in financial planning
  • Experience in an IFA (ideally financial planning) environment, demonstrating quality communications of constructive feedback

Assistance with career development is outstanding

About our client:
A Sutton Coldfield based Chartered financial and life planning business.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.