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Trainee Paraplanner

  • Salary: £20000 - £25000 per annum + Benefits
  • Location: London
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Oct 2018
  • Job reference: 31236

My client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives. The financial planning and investment team are supported by more than 500 staff working across a number of offices to provide their services across the UK.
Which is why we are now looking for a Trainee Paraplanner who will support the Advisers and Paraplanner's to carry out requests to provide the best advice possible.


  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client's needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Check all compliance paperwork and internal sign off documents are present
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser
  • Ensure any recommendations detailed in a report are in line with any internal guidance/procedures
  • To ensure adherence to department's and company procedures and department's key performance indicators (KPIs)

To be successful you will need

  • Experience in a similar background
  • Working knowledge of the financial services industry and understanding of the financial planning/corporate advice process
  • working towards Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning or equivalent

If successful, you will benefit from

  • £25,000
  • Company core benefits including, but not limited, to private medical insurance and group stakeholder pension
  • Cost saving and discount schemes, such as ride to work, save as you earn (SAYE) and discounts on financial advice
  • Excellent employee well-being benefits
  • Flexible working and part-home-based options available

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still 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.

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