At a Glance
- Tasks: Support Financial Advisers by delivering high-quality financial planning recommendations and reports.
- Company: Established IFA practice in London with a focus on growth and development.
- Benefits: Competitive salary, professional development, and a commitment to diversity and inclusion.
- Other info: Opportunity for career growth in a supportive and inclusive environment.
- Why this job: Join a dynamic team and make a real impact in financial planning while mentoring others.
- Qualifications: Experience in paraplanning, strong technical knowledge, and CII Level 6 Advanced Diploma.
The predicted salary is between 50000 - 65000 £ 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
- 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
- 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 (essential qualification)
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.
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.
Chartered Paraplanner employer: IDEX Consulting
Join a leading IFA practice in London that prioritises professional growth and a supportive work culture. As a Chartered Paraplanner, you'll benefit from a collaborative environment where your expertise is valued, and you'll have the opportunity to mentor junior staff while contributing to meaningful financial planning solutions. With a strong commitment to diversity, equity, and inclusion, this company fosters an atmosphere where every employee can thrive and develop their skills.
StudySmarter Expert Advice🤫
We think this is how you could land Chartered Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who work in paraplanning or advisory roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions, investments, and tax planning. We want you to shine when they ask about your experience with suitability reports and FCA regulations!
✨Tip Number 3
Show off your mentoring skills! If you've helped junior paraplanners in the past, be ready to share those experiences. Employers love candidates who can contribute to team development and foster a collaborative environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re all about making the process smooth and straightforward for you.
We think you need these skills to ace Chartered Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Chartered Paraplanner role. Highlight your paraplanning experience, especially in areas like pensions and investments, and don’t forget to mention your CII Level 6 qualification!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your experience with suitability reports and how you can contribute to our growth phase.
Showcase Your Technical Skills:We want to see your strong technical knowledge in action! Include specific examples of complex financial planning research you've conducted and how you’ve ensured compliance with FCA regulations.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our team.
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Be ready to discuss complex suitability reports and demonstrate your understanding of FCA regulations. This will show that you're not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've produced accurate suitability reports or supported advisers in client meetings. Highlight any mentoring experience you have with junior paraplanners, as this is a key aspect of the role. Real-life examples will make your application stand out.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's growth phase, their approach to compliance, and how they support professional development. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
✨Demonstrate Your Organisational Skills
Since managing multiple cases is crucial for this role, be ready to discuss how you prioritise tasks and stay organised. You might want to share tools or methods you use to keep track of your work, which will highlight your ability to work independently and efficiently.
