Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a supportive team as a Paraplanner, performing research and preparing financial reports.
- Company: Work with a well-known IFA Practice that values diversity and inclusion.
- Benefits: Enjoy a competitive salary and a great benefits package.
- Why this job: Gain job satisfaction while supporting successful Financial Planners in a collaborative environment.
- Qualifications: Must have a level 4 diploma or be close to completing it.
- Other info: Visit IDEX Consulting Ltd for more opportunities and learn about our commitment to diversity.
The predicted salary is between 28800 - 42000 £ per year.
An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice.You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma or be close to completing. You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison.In return you will receive a really competitive salary and join a well-run business with great job satisfaction. 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 a…
Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Make sure to familiarize yourself with the specific analytical software commonly used in the industry. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Network with current or former employees of the IFA Practice. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully supported Financial Planners in the past. Highlighting your experience with client suitability letters and financial report writing will showcase your relevant skills.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial planning industry. Showing that you are knowledgeable about current events can demonstrate your commitment to the field and impress your interviewers.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a Paraplanner. Highlight your relevant experience in research, financial report writing, and client liaison in your application.
Highlight Qualifications: Clearly state your Level 4 diploma status or progress towards completion. This is a key requirement for the position, so make it prominent in your CV and cover letter.
Tailor Your Application: Customize your CV and cover letter to reflect the specific skills and experiences that align with the job description. Use keywords from the job listing to demonstrate your fit for the role.
Showcase Teamwork Skills: Since the role involves working in a close-knit team, emphasize your ability to collaborate effectively with others. Provide examples of past teamwork experiences in your application.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 diploma or your progress towards it. This is a key requirement for the role, and demonstrating your commitment to professional development will impress the interviewers.
✨Demonstrate Technical Proficiency
Be prepared to discuss your experience with analytical software and financial report writing. Providing specific examples of how you've used these tools in past roles will show that you have the necessary skills to succeed as a Paraplanner.
✨Emphasize Team Collaboration
Since the role involves working closely with Financial Planners, share examples of how you've successfully collaborated in a team environment. Highlighting your ability to communicate effectively and support your colleagues will align with the company's supportive culture.
✨Prepare for Client Interaction Scenarios
Expect questions about client liaison and annual reviews. Prepare scenarios where you've effectively managed client relationships or resolved issues, as this will demonstrate your capability in handling client interactions professionally.
