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- Tasks: Provide high-level technical support and write detailed suitability reports for clients.
- Company: Established independent financial planning firm with a focus on client relationships.
- Benefits: 35-hour work week, 26 days holiday, pension scheme, and professional development support.
- Why this job: Join a supportive team where your expertise is valued and growth is encouraged.
- Qualifications: Experience in financial services and strong report writing skills required.
- Other info: Enjoy a collaborative environment with opportunities for ongoing learning and development.
The predicted salary is between 36000 - 60000 £ per year.
I’m working with a well established independent financial planning firm based on the outskirts of Redditch who are looking to appoint an experienced Paraplanner to join their growing team. Operating for over 15 years, this firm prides itself on delivering truly independent advice and building long term client relationships. You’ll be joining a supportive, collaborative environment where quality of advice and client service genuinely come first.
The Role
Reporting to the Paraplanning Team Supervisor, you will provide high level technical support to advisers and play a key role in delivering compliant, client focused advice. Key responsibilities include:
- Writing multi pension and investment suitability reports
- Preparing protection, tax planning and annual review reports
- Identifying and resolving outstanding KYC requirements
- Preparing documentation ready for client sign off
- Liaising with product providers and third parties
- Assisting with tax calculations where required
- Maintaining 35 hours annual CPD
- Supporting the wider team when needed
About You
- Experience within financial services is essential
- Strong suitability report writing experience
- Working towards or holding Level 4 Diploma in Financial Planning (or equivalent)
- High attention to detail and strong written skills
- Organised and able to manage multiple deadlines
- A proactive, team focused mindset
What’s on Offer
- 35 hour working week with early finish on Fridays
- 26 days holiday plus bank holidays and holiday purchase scheme
- Contributory pension and death in service benefit
- Discretionary annual bonus
- Ongoing professional development support including funding towards Diploma exams
If you’re a technically strong Paraplanner looking to join a stable, independent firm where your work is valued and development is supported, I’d love to speak with you.
Paraplanner in Redditch employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Redditch
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and suitability report writing skills. Be ready to showcase how your experience aligns with their focus on client service and compliance.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop 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 for a smoother process! We want to see your application, and applying directly helps us keep track of all candidates. Plus, it shows you're keen on joining our team!
We think you need these skills to ace Paraplanner in Redditch
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your suitability report writing experience and any relevant qualifications, like the Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for financial services and your proactive mindset. Mention how you align with the firm's values of delivering quality advice and building long-term client relationships.
Showcase Attention to Detail: Since this role requires high attention to detail, ensure your application is free from typos and errors. A well-organised application reflects your ability to manage multiple deadlines effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss suitability reports, tax planning, and KYC requirements in detail. This shows you’re not just familiar with the basics but can also handle the complexities of the role.
✨Showcase Your Writing Skills
Since writing multi pension and investment suitability reports is a key part of the job, prepare examples of your previous work. Bring along samples that highlight your attention to detail and clarity in communication. This will demonstrate your capability right off the bat.
✨Be Team-Oriented
Emphasise your collaborative mindset during the interview. Share experiences where you’ve supported your team or worked closely with advisers. This aligns perfectly with the firm’s culture of teamwork and client-focused service.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client relationships and ongoing professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.