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- Tasks: Support advisers and clients in navigating financial futures with detailed research and reporting.
- Company: Dynamic wealth management firm offering hybrid working and full exam support.
- Benefits: Flexible work options, exam support, and a chance to grow your career.
- Why this job: Make a real impact in clients' lives while developing your skills in a supportive environment.
- Qualifications: Level 4 qualified or close to completion, with strong communication and organisational skills.
- Other info: Join a proactive team focused on client service and continuous improvement.
The predicted salary is between 28800 - 43200 £ per year.
Remote Paraplanner
Salary up to £55,000 depending on experience.
There has never been a greater need for financial advice. Real people need our help to navigate the complexities of the financial world, to develop plans that enable them to achieve their goals for their families and themselves. Surprisingly, the advice and wealth management industry has not yet met this challenge.
We will be a leading national advice and wealth management business delivering holistic and hybrid advice with marketleading investment solutions.
About us
We are excited about what we can achieve together and inspired by the difference we can make
• Supported by best-of-breed modern technology
• For our clients, we will deliver a truly exceptional service through high-quality advice and smart solutions, all backed by the most efficient administration.
• For our advisers, the best technology and simplified processes will enable them to more effectively serve a greater number of clients. They will be part of a business run by people who really understand them.
• Our growth strategy leads to a single brand, where all colleagues will work in a supportive and progressive environment to build a truly exceptional advice and wealth management business.
The role
will see you working closely with the Paraplanning Manager, Paraplanning Team Leader, and established team of Paraplanners to provide an integral function to the wider team.
Full paraplanning support to the Wealth Planning Advisers
• Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
• Utilising all technology to produce accurate solutions for clients
• Carrying out relevant financial calculations on behalf of the advisers, including CGT and AA
• Working with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration Team
• Understand and apply all of the company’s research systems
Benefits
The role will also have our standard benefits package as follows:
• Death in Service (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% employer contribution, 3% employee contribution
• Discretionary 10% annual bonus based on company performance
• 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.
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
Network like a pro! Reach out to your connections in the finance world, especially those who are already working as Paraplanners. They can provide insights and might even refer you to open positions.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management. Be ready to discuss how you can support advisers and clients effectively—show them you’re the detail-driven candidate they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Paraplanner role. Plus, it shows you’re serious about joining our team and making an impact.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience and skills that match the job description, like your ability to support advisers and clients in wealth management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and how you can contribute to the team. Be sure to mention any specific experiences that relate to the tasks outlined in the job description.
Showcase Your Communication Skills: Since great communication is key for this role, make sure your application reflects your ability to communicate effectively. Use clear and concise language, and don’t forget to proofread for any errors!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, tax mitigation, and investment strategies. Being able to discuss these topics confidently will show that you're proactive and detail-driven, just like the role requires.
✨Showcase Your Communication Skills
Since the job involves working closely with advisers and clients, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, whether face-to-face or in writing.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your workload and stay organised under pressure. You might want to share specific tools or methods you use to keep track of tasks and deadlines, as this is crucial for a Paraplanner.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and business development initiatives. This shows your genuine interest in contributing to the team and improving efficiencies within the paraplanning department.