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Trainee Paraplanner

  • Salary: £25000 - £35000 per annum + Benefits
  • Location: Berkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    17 Aug 2018
  • Job reference: 31269

Are you an IFA Administrator or Trainee Paraplanner, looking for your next step to progress your career in financial planning? IDEX are representing a small, independent, chartered financial planning firm to recruit a Report Writer in the idyllic and scenic location of Bracknell, Berkshire.

The company

My client is a small, independent chartered firm providing their financial planning services to clientele in Berkshire. They offer a range of financial services including, but not limited to, cashflow analysis, tax and estate planning and pensions and investment products from the whole of market. Being a chartered practice means being an ethical practice and providing service and support of the highest quality.


My client is looking for a Senior Administrator. It is a hybrid role combining the responsibilities of an Administrator and a Paraplanner, designed to support 2 of their directors. They are looking for someone who is professional, with good attention to detail and excellent time keeping skills. Any experience of platforms would be an advantage, particularly Standard Life, Old Mutual and Elevate (but not essential). The role will involve the responsibilities of an administrator and include simplistic report writing. Training and development will be provided, as you naturally progress within the role.

Training towards the following responsibilities

  • Request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced for the Adviser
  • Undertake research to allow the Technical Adviser and Adviser to identify suitable solutions to meet the client's needs
  • Writing simplistic reports; this can be molded to the individual, more or less complex reports given as desired
  • Prepare information/comparisons for analysis by the Technical Adviser and Adviser
  • Request and obtain application forms and other associated paperwork
  • Ensure appropriate data is accurately recorded on company back-office system(s) and updated in line with company procedures
  • On-going servicing of clients as and when required

To be successful you will need

  • Experience as an Administrator within financial services
  • Progression with industry qualifications
  • Experience of working alongside Financial Advisers
  • Understanding of the financial planning process
  • Knowledge of back office systems
  • Involvement with platforms; Standard Life, Old Mutual and Elevate, would be ideal
  • Accuracy and high attention to detail

If successful, you will benefit from

  • Salary of up to £35,000 (negotiable depending on experience and qualifications)
  • A role molded to the individual; you decide the complexity and challenge you require!
  • Clear progression routes
  • Take pride in working for an organisation that is 'best in class'
  • Value working for an employer that encourages and supports professional development
  • Beautiful, scenic location and free car parking

This is an excellent step for someone in Berkshire looking for variety and challenge in their next position. Our client is looking for highly professional individuals with excellent accuracy and an interest in investing in themselves academically. If you match my client's requirements, send your CV across now and we will be in touch with more information!

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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