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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.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial goals.
As a Paraplanner, you\’ll play a key role in analysing client objectives and crafting tailored financial solutions that align with their needs. You\’ll be part of a collaborative, professional team that values precision, integrity and personal development.
The opportunity
You\’ll support Financial Planners and Advisers with the development of comprehensive financial plans and suitability reports. From analysing client objectives to liaising with administration teams, your work will ensure advice is accurate, timely and compliant.
Key responsibilities
- Collaborate closely with Advisers to create well-reasoned, compliant financial plans
- Analyse client needs and build appropriate recommendations across a range of financial planning scenarios
- Draft robust suitability reports and technical documentation
- Ensure the smooth progression of new and existing business cases
- Work with admin support to maintain high workflow standards and hit key deadlines
- Stay up to date with regulatory requirements and ensure full compliance with internal processes
- Contribute to a culture of conduct risk awareness and ethical advice standards
What you\’ll bring
Essential:
- CII level 4 diploma in regulated financial planning (or equivalent)
- Proven experience in a paraplanning role within financial services
- Strong written and verbal communication skills
- High level of accuracy and attention to detail
- Ability to prioritise and meet deadlines in a fast-paced environment
Desirable:
- Working towards CII level 6 or Chartered status
What\’s in it for you:
- Join a progressive, high-performing team committed to professional excellence
- Access ongoing coaching and development from supportive leadership
- Work with talented colleagues in a collaborative, inclusive environment
- Make a meaningful impact on clients\’ lives through trusted financial advice
- Enjoy flexibility and a hybrid working structure that respects work-life balance
If you\’re ready to take the next step in your paraplanning career and thrive in a professional and values-driven environment, we\’d love to hear from you.
Apply today or get in touch for more information.
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 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.
