Back to jobs

Technical Paraplanner

Job description

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

Are you an experienced Paraplanner who has strong interpersonal skills and can apply their own knowledge, judgement and experience to deliver outstanding client outcomes?

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

This is a fantastic opportunity for a highly skilled and knowledgeable Technical Paraplanner to join and help propel the company to the next level.

This is a rare opportunity to be part of something special. If you have a driving determination to succeed, this opportunity will help change the world of financial planning.

Technical Paraplanner - Key tasks and responsibilities:

  • Develop a thorough understanding of the firm's advice process
  • Participating in and delivering comprehensive 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 bespoke, non-templated suitability reports
  • Producing, as required, tax and other complex calculations and forecasts
  • Preparing and interpreting complex plan information with a view to analysis and form recommendations appropriate to the client's circumstances
  • Provide technical support and guidance to colleagues at all levels across the firm
  • Supporting the Investment & Technical Manager in companywide projects

Technical Paraplanner - Key Requirements:

  • Diploma in Financial Planning as a minimum qualification requirement
  • Demonstration of knowledge, interest and experience in wide ranging, complex personal financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA (ideally financial planning) environment, demonstrating quality communications of constructive feedback

About our client:

A Sutton Coldfield based multi-award winning, lifestyle-based Chartered financial planning and wealth management business.

my client focuses on ensuring clients live the best life possible through the smart management of their money.

They are proud to be a Chartered Financial Planning Practice, as awarded by the Chartered Insurance Institute (CII). The 'gold standard' of financial planning and positions them amongst the UK's leading practices.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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 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.