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Paraplanner

IDEX Consulting Ltd
Posted 14 hours ago, valid for a month
Location

Wilmslow, Cheshire SK9 4DA

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

Retirement Plan
Life Insurance

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 a chartered financial planning business based in Wilmslow, seeking an experienced Paraplanner.
  • The role involves supporting financial planners, managing a client book, and handling key areas such as tax and estate planning.
  • Candidates should possess at least Level 4 Diploma in Regulated Financial Planning or an equivalent qualification, along with relevant experience.
  • The position offers a salary of up to £45,000, along with benefits like a matched pension scheme, 33 days holiday, and hybrid working.
  • Additional perks include private medical after two years, profit sharing, and financial support for further qualifications.

My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be expected to proactively manage and build relationships with their client, as well as providing support and planning for key areas of the planning process including:

  • Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection
  • Estate planning: inheritance tax mitigation and trust planning
  • Intergenerational planning: facilitating the smooth transfer of clients wealth
  • Ongoing portfolio reviews: review portfolios to assess tax position and analyse portfolio returns

To achieve this, our Paraplanners will:

  • Carry out research and analyse products and services that are appropriate to each clients financial circumstances then discussing appropriate solutions with the Financial Planner
  • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
  • Attend client meetings alongside the Financial Planner and create meeting minutes which accurately reflect the information gathered in order to fully document a clients financial needs and objectives
  • Work alongside the Financial Planner following meetings to discuss the clients circumstances and be involved in creating and implementing a financial strategy to meet the clients financial objectives and circumstances
  • Complete quarterly reviews of clients' portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
  • Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus and 7IM

QualificationsIn an ideal world you would have achieved:

  • Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning
  • Or an equivalent qualification

Benefits

  • Up to 5% matched pension scheme
  • 33 days holiday (plus bank holidays)
  • Hybrid working
  • 3 paid charity days per year
  • Private medical (after 2 years)
  • Profit share
  • Life assurance
  • Enhanced sick pay
  • Enhanced maternity/paternity pay
  • Paid study/exam leave plus we cover the cost of qualifications and subscriptions
  • Free breakfast
  • Free parking
  • Financial support for counselling
  • Perkbox
  • Subscription to Calm App

For more information please contact Graeme Hyland on .

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.