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Paraplanner

IDEX Consulting Ltd
Posted 24 days ago, valid for 6 days
Location

Stockport, Cheshire SK2 5JF, England

Salary

£25,000 - £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 is seeking an experienced Paraplanner to join their firm in Stockport.
  • The role involves supporting Consultants in preparing financial plans and suitability reports, as well as conducting research and analysis to meet client needs.
  • Candidates should have a minimum of Level 4 professional qualifications and experience in a Paraplanning role, particularly with defined benefit pension transfers.
  • The position offers a competitive salary along with an excellent benefits package.
  • Strong communication skills, attention to detail, and the ability to work under tight deadlines are essential for this role.

My client is currently looking for an experienced Paraplanner to join their firm in Stockport.THE ROLE

  • Supporting Consultants in preparing accurate financial plans and suitability reports.
  • Supporting the Consultants in research and analysis to meet client needs and objectives.
  • To provide support, where needed, to the Compliance and Technical Manager.
  • Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Managing individual work-flow and delivery.
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
  • To provide technical guidance to the Client Services assisting with product specific, technical and compliance based queries.

THE CANDIDATE

  • Excellent understanding of the financial planning process.
  • Good report writing skills.
  • Experience working in a Paraplanning role.
  • Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning).
  • Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly valued.
  • Excellent communication skills both written and verbal.
  • Attention to quality, detail and accuracy and getting it right first time.
  • Be able to question colleagues comfortably when the information they have provided is not fully understood or the reasons for advice are unclear.
  • Ability to work within tight deadlines.
  • Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
  • Client focused; friendly, helpful and considerate to all.
  • Show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.

The company offers a competitive salary and excellent benefits package.For 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.