Back to search
An new and exciting opportunity has arisen due to expansion of this busy IFA practice for a senior Paraplanner.
If you have inspirations of becoming an adviser you will be able to join the companies Trainee Adviser programme after 1 year.
Your role as a senior paraplanner will be:
- To provide technical and research support to the Advisers and assist the support team and compliance department where necessary
- Assisting the Financial Advisers in establishing new client relationships and servicing existing relationships including meeting clients where appropriate
- Preparing financial statements to support development of each client's strategy. This may involve the use of Financial Planning software tools.
- Carrying out research and analysing products and services that are appropriate to each client's circumstances
- Proposing and drafting financial solutions that meet each client's goals, needs and objectives
- Ensure all recommendations meet with company standards and compliance
- Collate research, illustrations and appropriate paperwork and assist with the accurate completion of application and proposal forms
- Learn and maintain a detailed understanding of the firm's centralised investment proposition and relevant internal procedures
- Ensure client records are maintained and information is correctly recorded on the back office system
- Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside the firm
In return you will receive a generous benefits package and hybrid working.
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.
