At a Glance
- Tasks: Support Financial Planners with research, report writing, and client outcomes.
- Company: Join a forward-thinking financial firm in Wigan with a focus on inclusion.
- Benefits: Competitive salary, generous leave, hybrid work, and training support.
- Other info: Enjoy a dynamic workplace with opportunities for community involvement.
- Why this job: Make a real impact in financial planning while growing your skills.
- Qualifications: Experience in paraplanning and a Level 4 Diploma in Financial Planning.
The predicted salary is between 40500 - 49500 £ per year.
My client is currently looking for an experienced Paraplanner to join their team in Wigan.
As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support.
You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust.
This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning.
This is a hybrid working role with 3 days in the office and 2 from home.
Responsibilities
- To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
- To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
- Assist in the interpretation of the Adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care
- Provide guidance to Advisers on aspects of specific cases to support good consumer outcomes
- To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent data quality and compliant performance in the job role
- To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
- To obtain illustrations and key features documentation in support of recommendations to clients
Experience Required
- Experience in a paraplanning role in a similar environment
- Level 4 Diploma in Financial Planning or equivalent
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full range of advice
- High-level understanding of FCA COB rules
- Company Benefits
- Competitive salary
- Attractive employee pension scheme (7.5% employer & minimum 3% employee)
- 25 days annual leave + public holidays
- Buy and sell holidays up to 5 days
- Office Christmas close (3-days)
- A range of benefits which includes private medical insurance, group life insurance and income protection insurance
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential employee assistance programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from
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.
Paraplanner employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
