Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planning, produce reports, and conduct product research.
- Company: Join a values-driven employee-owned business in Manchester city centre.
- Benefits: Enjoy hybrid work, a contributory pension scheme, and professional membership fees covered.
- Why this job: Develop your skills in a supportive environment focused on Net Zero and employee involvement.
- Qualifications: Previous IFA practice experience and a desire to complete L4 qualifications are essential.
- Other info: Embrace a culture of diversity, equity, and inclusion while building a meaningful career.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
My client is currently looking for a part qualified Trainee Paraplanner in Manchester city centre.This isn't just a job, it's about joining a company that it's serious about its values.They are looking for someone with previous experience within an IFA practice who can demonstrate a strong paraplanning understanding.You will support the financial planning function, thrive as a technical expert and enjoy writing.To be successful in this role you must have outstanding specialist knowledge of different products and areas of financial planning.You don't have to be qualified yet, but we'd like someone who wants to complete the L4 qualifications.Responsibilities:
- Work with a Paraplanner/Adviser to ensure the correct client outcome is achieved
- Produce compliant and detailed suitability reports for clients
- Undertaking centralised product research and analysis to support the firm's product governance responsibilities, reporting to the relevant committees and presenting where appropriate
- Ensuring all client information is recorded on system and any tasks are completed within the appropriate timescale
- Acting as a centre of technical excellence and share expertise with the wider team
- Contacting product providers to clarify information and developing B2B relationships with key providers
To succeed in this role you will:
- Good working knowledge in areas of investment, protection and pensions
- Display enthusiasm, energy and positivity
- Have an interest in ESG principles, frameworks and regulations, particularly as they apply to the financial services industry
- Excellent report writing skills
- Pride yourself on your organisational skills including managing multiple conflicting priorities
- Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) and have working knowledge of iO
- Collaborate well with other teams
Why join us:
- Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
- Opportunity to be part of an employee-owned business which values employee involvement and commitment
- Real living wage employer
- We are serious about our commitment to Net Zero
- Required professional membership fees paid for
- Long service awards
- Opportunity to win quarterly CORE Award
- Contributory pension scheme
- Opportunity to join a tax-incentivised shareholder incentive plan (SIP) and become a shareholder
- Opportunity to build a meaningful stake in the business
- Opportunity for hybrid work
- NHS top up scheme
For more information please contact Graeme on or email
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.
Trainee Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning, especially around ESG principles. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the values that the company holds dear.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work as paraplanners or advisers. Engaging in conversations can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Brush up on your report writing skills by practising with sample suitability reports. Being able to showcase your ability to produce compliant and detailed reports will be a significant advantage when discussing your capabilities during the interview.
✨Tip Number 4
Demonstrate your organisational skills by preparing a plan for how you would manage multiple priorities in the role. Be ready to discuss this in your interview, as it shows you can handle the demands of the position effectively.
We think you need these skills to ace Trainee Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Trainee Paraplanner. Highlight your previous experience in an IFA practice and your understanding of paraplanning in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your report writing skills, knowledge of financial products, and any relevant qualifications or training.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in ESG principles and how you can contribute to the team’s success as a technical expert.
Proofread Your Application: Ensure that your application is free from spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that involves producing compliant reports.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Paraplanning Knowledge
Make sure to brush up on your understanding of paraplanning concepts and financial products. Be prepared to discuss specific examples from your previous experience in an IFA practice that demonstrate your technical expertise.
✨Demonstrate Your Report Writing Skills
Since excellent report writing is crucial for this role, consider bringing a sample of your work or discussing how you approach writing suitability reports. Highlight your attention to detail and ability to communicate complex information clearly.
✨Express Your Enthusiasm for ESG Principles
Given the emphasis on ESG principles in the job description, be ready to discuss your interest in these areas. Share any relevant knowledge or experiences that show your commitment to sustainable finance and how it relates to the role.
✨Prepare for Technical Questions
Expect questions that test your knowledge of investment, protection, and pensions. Review key concepts and be ready to explain how they apply to client scenarios. This will demonstrate your readiness to act as a centre of technical excellence.
