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For Companies At a Glance
- Tasks: Support Financial Planners by analysing client needs and crafting tailored financial solutions.
- Company: Join a forward-thinking wealth management firm dedicated to professional excellence and client impact.
- Benefits: Enjoy hybrid working, ongoing coaching, and a collaborative, inclusive environment.
- Why this job: Make a meaningful impact on clients' lives while developing your skills in a supportive team.
- Qualifications: CII level 4 diploma in regulated financial planning and experience in paraplanning required.
- Other info: We're committed to diversity, equity, and inclusion in our workplace.
The predicted salary is between 28800 - 43200 £ per year.
About the RoleAn exciting opportunity has arisen for an experienced Paraplanner to join a dynamic and forward‐thinking financial planning team in Birmingham. The successful candidate will provide high‐quality technical and administrative support to Financial Planners, helping to deliver exceptional service and advice to clients.
This role plays a key part in ensuring clients receive comprehensive, compliant, and well‐presented financial planning solutions. You\’ll also have the chance to be involved in client meetings, contribute to cash‐flow planning, and support complex technical discussions.
Key Responsibilities
Prepare detailed and compliant suitability reports across a variety of advice areas, products, and investment solutions
Conduct technical research and maintain up‐to‐date knowledge of financial products, legislation, and market developments
Ensure all client files and Know Your Client (KYC) information are accurate and demonstrate suitability of advice
Collaborate closely with Financial Planners to deliver a seamless client experience and meet agreed timescales
Attend client meetings when required to assist with cash‐flow modelling and technical discussions
Maintain compliance with FCA guidelines and company processes at all times
About YouTo be successful in this role, you\’ll bring:
Level 4 Diploma in Regulated Financial Planning (CII) or equivalent qualification (essential)
Strong technical understanding of financial planning principles and products
Proven experience in a Paraplanning role within a financial planning or wealth management environment
Excellent written and verbal communication skills, with the ability to explain complex financial information clearly
Thorough knowledge of FCA COBS suitability requirements
Strong organisational skills and attention to detail, with the ability to manage multiple priorities
What\’s on Offer
Competitive salary up to £55,000, depending on experience
Hybrid and flexible working options (typically one day a week in the office)
Private medical insurance and life assurance
Pension contribution
Generous holiday allowance with the option to purchase additional days
Ongoing professional development and study support
Diversity, Equity and Inclusion MissionAt 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 regulatory requirements in financial planning. This will not only help you in interviews but also demonstrate your commitment to compliance, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with current Paraplanners and Advisers. This can provide insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported Financial Planners in the past. Highlight your experience in drafting suitability reports and managing client objectives to showcase your technical expertise.
✨Tip Number 4
Stay updated on industry trends and best practices in financial planning. Being knowledgeable about current market conditions and innovative financial solutions can set you apart during discussions with potential employers.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in paraplanning and financial services. Emphasise your CII level 4 diploma and any relevant skills that align with the job description, such as attention to detail and communication abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention specific examples of how you've supported advisers in the past and how you can contribute to the firm's goals.
Highlight Relevant Experience: In your application, focus on your previous paraplanning roles and any achievements that demonstrate your ability to analyse client needs and draft suitability reports. Use metrics where possible to quantify your impact.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A high level of accuracy is crucial in this field, so ensure your application reflects that attention to detail.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Attention to Detail
As a Paraplanner, precision is key. During the interview, provide examples of how you've ensured accuracy in your previous roles, whether through drafting reports or analysing client needs. Highlighting your meticulous nature will resonate well with the interviewers.
✨Demonstrate Your Technical Knowledge
Be prepared to discuss your understanding of financial planning concepts and regulatory requirements. Brush up on the latest industry standards and be ready to explain how you stay compliant and informed. This will show that you're proactive and knowledgeable.
✨Communicate Clearly and Effectively
Strong communication skills are essential for a Paraplanner. Practice articulating complex financial concepts in simple terms. During the interview, ensure you listen carefully to questions and respond thoughtfully, demonstrating your ability to convey information clearly.
✨Emphasise Collaboration Skills
Since the role involves working closely with Advisers and admin teams, share examples of successful teamwork from your past experiences. Discuss how you’ve contributed to a collaborative environment and how you handle feedback, showcasing your ability to work well within a team.
