Paraplanner

IDEX Consulting Ltd

Posted 7 hours ago, valid for 3 days

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A national financial advice firm is seeking a Paraplanner to enhance their team, offering a salary of £40,000 to £50,000 per year.
The role involves providing support to Planners by preparing client files, building cash flow models, and preparing suitability reports.
Candidates should have prior experience in a Paraplanning role, ideally with proficiency in cash-flow modelling software.
A Diploma in Financial Planning or an equivalent qualification is required for this position.
The firm emphasizes a culture of diversity, equity, and inclusion, ensuring all employees can bring their authentic selves to work.

A national financial advice firm is looking for a Paraplanner to join their growing team. This role will provide paraplanning support to Planners, ensuring high levels of client service and compliance are delivered.Key Accountabilities Include

Preparing client files and client reviews.
Building cash flow models.
Preparing recommendations and suitability reports.
Identifying areas for planning.
Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.
Preparing information/comparisons for analysis by Planner
Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.
Establishing and building strong relationships with clients.

Person SpecificationKnowledge

Excellent understanding of the financial planning process.
Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.
Excellent suitability report writing skills.
Keep up to date with new product, technical and legislative changes within the marketplace.

Experience

Experience in a Paraplanning role.
Experience using client cash-flow modelling software preferable.

Qualifications

Diploma in Financial Planning or equivalent.

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.

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