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For Companies At a Glance
- Tasks: Support financial planners by preparing reports and managing client relationships.
- Company: Join a well-established financial advisory firm in Manchester, known for its growth and innovation.
- Benefits: Enjoy a dynamic work environment with opportunities for career development and personal growth.
- Why this job: Be part of a rapidly growing team that values compliance and client satisfaction.
- Qualifications: A strong interest in finance, excellent communication skills, and a level 4 qualification are essential.
- Other info: IDEX promotes a diverse and inclusive workplace where everyone can thrive.
The predicted salary is between 28800 - 43200 £ per year.
My client is a well-established financial advisory business in Manchester and they are currently looking for an experienced Paraplanner to join their team.
This is an excellent opportunity for a career minded individual to join a rapidly growing team and support the business in its next stage of development.
Job Purpose
To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. To prepare suitability reports which reflect the proposed strategy. To identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required. Other ad-hoc tasks and responsibilities commensurate with the role may be required.
Main Responsibilities
- Providing technical, research and administrative support
- Production of compliant and detailed client suitability reports and presentations
- Help manage client relationship and taking/making calls in a polite and professional manner
- Ability to gather and record evidence
- Keeping full and compliant records on file
- Liaising with advisers on a regular basis, to work on cases and provide updates
- Prioritising workload in order to meet all deadlines
- Occasionally taking on project work and assignments
- Any other administration based duties that are considered appropriate to the role
Person Specification
- Good knowledge across all advice areas (investment, pensions, protection but not mortgages)
- A very strong interest in compliance and willingness to perform compliance support role
- Excellent interpersonal and communication skills
- Good understanding of the financial planning process and a knowledge of the financial services world
- Excellent report writing skills and have a high technical knowledge
- Good IT skills
- Be able to plan and prioritise your own workload and work with minimum supervision
- Ability and willingness to take personal responsibility in Director/Adviser support role
- Able to work as part of a team
- Achieved or be close to achieving an appropriate level 4 qualification
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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.
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Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a Paraplanner role.
✨Tip Number 2
Network with professionals in the financial advisory sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at the firm you're applying to.
✨Tip Number 3
Prepare to discuss specific examples of how you've supported financial planners in the past. Highlight your experience in producing suitability reports and managing client relationships to showcase your relevant skills.
✨Tip Number 4
Demonstrate your understanding of compliance by being ready to discuss its importance in the financial services industry. Show that you can identify potential issues and are proactive in addressing them, which is key for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of a Paraplanner. Familiarise yourself with the financial planning process and the specific skills needed for this role.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your knowledge in investment, pensions, and protection, as well as your report writing abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your commitment to compliance. Mention specific examples of how you've supported financial planners in the past.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that all information is clear and professional.
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the financial planning process, especially in areas like investments, pensions, and protection. Brush up on your knowledge of compliance as well, as this role heavily involves ensuring that all advice is compliant.
✨Prepare Detailed Suitability Reports
Since you'll be responsible for producing client suitability reports, practice writing clear and concise reports that reflect proposed strategies. Use examples from your past experience to demonstrate your report writing skills during the interview.
✨Showcase Your Interpersonal Skills
As a Paraplanner, you'll need to liaise with advisers and manage client relationships. Be ready to discuss how you've effectively communicated with clients and colleagues in previous roles, highlighting your ability to maintain professionalism in all interactions.
✨Demonstrate Your Organisational Skills
This role requires prioritising workloads and meeting deadlines. Prepare to share specific examples of how you've successfully managed multiple tasks or projects simultaneously, showcasing your ability to work independently and efficiently.
