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For Companies At a Glance
- Tasks: Support financial planners by preparing reports and managing client relationships.
- Company: Join a well-established financial advisory firm in Manchester, known for its growth and innovation.
- Benefits: Enjoy a dynamic work environment with opportunities for career development and personal growth.
- Why this job: Be part of a rapidly growing team that values compliance and client satisfaction.
- Qualifications: A strong interest in finance, excellent communication skills, and a level 4 qualification are essential.
- Other info: IDEX promotes a diverse and inclusive workplace where everyone can thrive.
The predicted salary is between 28800 - 43200 £ per year.
Overview
My client is currently looking for an experienced Paraplanner to join their team in South Manchester.
Responsibilities
- Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
- Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
- Provide technical support and back up to Advisers and the IFA Administrators
- Complete portfolio reviews and rebalancing requests
- Deal with client and insurer queries to completion via the telephone or in writing
- Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
- Ensure 1st is kept up to date with clients and portfolio details as necessary and required
- To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
- Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management
Essential requirements
- Qualified to Diploma level with a desire to achieve Chartered status
- Excellent research, analysis and report writing skills
- Proficient with word, excel applications and spreadsheet production
- Company offers flexible working hours
How to apply
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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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Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at the firm you're applying to.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlight your experience in producing suitability reports and managing client relationships to showcase your relevant skills.
✨Tip Number 4
Demonstrate your understanding of compliance by being ready to discuss its importance in the financial services industry. Show that you can identify potential issues and are proactive in addressing them, which is key for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Paraplanner. Familiarise yourself with the financial planning process and the specific skills needed for this role.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your knowledge in investment, pensions, and protection, as well as your report writing abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your commitment to compliance. Mention specific examples of how you've supported financial planners in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and professional.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process, especially in areas like investments, pensions, and protection. Brush up on your knowledge of compliance as well, as this role heavily involves ensuring that all advice is compliant.
✨Prepare Detailed Suitability Reports
Since you'll be responsible for producing client suitability reports, practice writing clear and concise reports that reflect proposed strategies. Use examples from your past experience to demonstrate your report writing skills during the interview.
✨Showcase Your Interpersonal Skills
As a Paraplanner, you'll need to liaise with advisers and manage client relationships. Be ready to discuss how you've effectively communicated with clients and colleagues in previous roles, highlighting your ability to maintain professionalism in all interactions.
✨Demonstrate Your Organisational Skills
This role requires prioritising workloads and meeting deadlines. Prepare to share specific examples of how you've successfully managed multiple tasks or projects simultaneously, showcasing your ability to work independently and efficiently.
