At a Glance
- Tasks: Support Financial Advisers with high-quality financial planning and mentoring junior paraplanners.
- Company: Established IFA practice in London, ready for growth.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career advancement and to shape best practices.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: 4+ years of paraplanning experience and strong technical knowledge.
The predicted salary is between 39600 - 48400 £ per year.
I’m looking for an experienced Senior Paraplanner to join a successful and well established IFA practice in London as it embarks on its next growth phase. This is a key technical role supporting Financial Advisers through the delivery of high-quality, compliant financial planning recommendations and suitability reports. You’ll work across a broad range of advice areas including pensions, investments, inheritance tax planning and protection, while also helping to mentor and develop junior paraplanners within the team.
Key responsibilities include:
- Producing accurate and compliant suitability reports in line with FCA requirements
- Undertaking complex financial planning research and analysis across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation
- Reviewing adviser recommendations for technical accuracy and regulatory compliance
- Supporting advisers with client meeting preparation and ensuring cases progress efficiently
- Liaising with providers and maintaining accurate records and documentation
- Acting as a technical point of reference for advisers and paraplanners
- Contributing to process improvements, training, and paraplanning best practice
Requirements for the role:
- Minimum 4 years’ paraplanning experience within a UK financial advice firm
- Strong technical knowledge across pensions, investments, and tax planning
- Proven experience writing complex suitability reports
- Excellent analytical, organisational, and communication skills
- Strong understanding of FCA regulation and compliance requirements
- Ability to manage multiple cases and work independently
- CII Level 6 Advanced Diploma or making strong progress towards
Good to have:
- Experience mentoring junior staff
- Knowledge of CURO, Voyant, and FE Analytics
We’re looking for someone who is professional, proactive, detail-focused, and committed to delivering excellent client outcomes while continuing their professional development.
Senior Paraplanner: FCA-Compliant Planning & Mentoring employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner: FCA-Compliant Planning & Mentoring
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like IDEX Consulting Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from IDEX Consulting Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like IDEX Consulting Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Paraplanner: FCA-Compliant Planning & Mentoring
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in IDEX Consulting Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show IDEX Consulting Ltd how you can be a team player!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with IDEX Consulting Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with IDEX Consulting Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
