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Trainee Paraplanner

  • Salary: £24000 - £25500 per annum
  • Location: Sutton Coldfield, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    05 May 2020
  • Job reference: 34059

Sutton Coldfield based IFA are looking to bring on a Trainee Paraplanner to the busy team of Chartered Wealth Planners.

This is a great opportunity for a Sales Support Administrator too.

Duties will include;

  • Technical back office support including servicing, new business and liaising with providers
  • Ensure all compliance paperwork is present
  • Preparing replacement contracts
  • Analysing data and using research tools to obtain performance, asset allocation and charges
  • Preparing suitability reports in accordance with agreed recommendations
  • Producing illustrations
  • Completing fee calculations
  • Preparing new business files for Advisers
  • Preparing application forms and all relevant documents
  • Ensuring risk profile questionnaires are sent and completed by clients
  • Confirming clients risk profile is determined and updated


  • Previous experience within the financial services industry is essential
  • A good understanding of the financial planning process
  • Good IT skills
  • Ideal candidate will be familiar with following systems
    • Old Mutual Wealth Platform
    • Standard Life Platform
    • Financial Express
    • Intelligent Office
    • Three-Sixty
  • Good report writing skills
  • Ability to work independently in a team and manage own workload efficiently
  • Those who are interested in studying towards Diploma are preferred and will be offered full support to undertake all financial planning exams

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.

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