Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare reports, conduct research, and support financial planners in client meetings.
- Company: Join a top-tier advice practice known for its prestigious reputation.
- Benefits: Enjoy full flexibility to work from home or in central Birmingham offices.
- Why this job: Great opportunity to develop industry knowledge while making a real impact.
- Qualifications: Diploma level 4 or above and previous Paraplanner experience required.
- Other info: Must be a competent report writer with excellent communication skills.
The predicted salary is between 36000 - 60000 £ per year.
-
Prepare suitability reports across a wide range of financial planning and investment solutions
-
Carry out technical research
-
Keep client records updated
-
Work closely with the Financial Planner to ensure the correct client centric outcome
-
Attend client meetings supporting financial planners
-
Responsible for managing process, tasks and complying with FCA guidelines
-
Continue to develop industry knowledge
A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice.
Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role.
The primary duties for this role includes research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.
This role offers full flexibility to work from home or from offices in central Birmingham., * Diploma level 4 or above is essential
-
Experience gained as a Paraplanner or in a similar type of role
-
Report writing skills
-
Skills in carrying out research
-
Excellent attention to detail
-
Able to multitask and prioritise effectively
-
Excellent communication skill and stakeholder management skills
-
Team player with a hands-on motivated approach
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
Familiarize yourself with the latest financial planning tools and software. Being proficient in these can set you apart, especially since you'll be preparing suitability reports and conducting technical research.
✨Tip Number 2
Network with current Paraplanners or financial planners in your area. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Stay updated on FCA guidelines and industry trends. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and best practices.
✨Tip Number 4
Prepare for potential client meeting scenarios during your interview. Showcasing your ability to support financial planners effectively will highlight your teamwork and communication skills.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your previous experience as a Paraplanner or in a similar role. Detail specific tasks you have undertaken, especially those related to report writing and technical research.
Showcase Report Writing Skills: Since the role requires strong report writing skills, include examples of varied suitability reports you have written. If possible, mention the types of financial products and services you have covered.
Demonstrate Attention to Detail: In your application, illustrate your attention to detail by providing examples of how you have ensured accuracy in client records or reports. This will show that you can manage processes effectively.
Communicate Your Team Player Attitude: Convey your ability to work collaboratively with Financial Planners and other stakeholders. Share experiences where you supported team efforts or contributed to achieving client-centric outcomes.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Report Writing Skills
Since report writing is a key part of the Paraplanner role, be prepared to discuss your experience in creating suitability reports. Bring examples of your previous work or be ready to explain your process for writing varied reports on different products and services.
✨Demonstrate Your Research Abilities
Technical research is crucial for this position. Highlight your methods for conducting thorough research and how you stay updated with industry trends. Be ready to discuss specific instances where your research positively impacted client outcomes.
✨Emphasize Attention to Detail
Attention to detail is essential in financial planning. During the interview, provide examples of how your meticulous nature has helped you avoid errors in past roles. This will show that you understand the importance of accuracy in client records and reports.
✨Communicate Your Team Player Attitude
As a Paraplanner, you'll be working closely with Financial Planners and clients. Share experiences that demonstrate your ability to collaborate effectively within a team. Highlight any situations where your hands-on approach made a difference in achieving client-centric outcomes.
