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Paraplanner

IDEX Consulting Ltd
Posted 18 hours ago, valid for a month
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£24,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client, a chartered wealth management practice located in Manchester City centre, is seeking an experienced paraplanner to join their team.
  • The role involves providing paraplanning support to Financial Planners and Directors, preparing reports and ensuring accurate suitability checks.
  • Candidates must have a DipPFS (Level 4) qualification and be willing to work towards Chartered (Level 6) status, with a strong understanding of pensions, investments, and protection.
  • The position requires a minimum of three years of relevant experience in the financial services industry, along with the ability to produce high-quality suitability reports.
  • The salary for this role is competitive and commensurate with experience, reflecting the importance of the paraplanner's contributions to the team.

My client is a chartered wealth management practice in Manchester City centre. They are currently looking for an experienced paraplanner to join their team.

  • Provide paraplanning support to Financial Planners and Directors
  • Prepare reports and recommendations in line with client needs, Financial Planner findings and research undertaken
  • Provide full pre-sale paraplanning support for Financial Planners, ensuring that suitability reports and research are accurate, concise and timely. It is expected that this will be reflected in suitability checks that are graded compliant
  • Maintain a good understanding and overall technical knowledge
  • Provide technical research for fund and product recommendations
  • Liaise with Financial Planners and Client Liaison Managers, as required
  • Ensure that accurate client records are updated and maintained effectively
  • Support Financial Planners with ad hoc queries and tasks

Qualifications and Education RequirementsDipPFS (Level 4) is essential for this role. There is a further expectation that successful applicants will work towards achieving Chartered (Level 6) status.Preferred SkillsExcellent technical knowledge of pensions, investments and protectionComprehensive knowledge of the financial services marketProven ability to work well both as an individual and within a teamExperience of producing high-quality, articulate and technical suitability reports and supporting researchLevel 4 qualified, prepared to work to level 6Willingness and ability to challenge Financial Planners, where appropriateFor more information please contact Graeme Hyland on or email

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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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.