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For Companies At a Glance
- Tasks: Support senior advisers with technical expertise and enhance client experiences.
- Company: Reputable independent financial planning firm with a supportive culture.
- Benefits: Hybrid working, competitive salary, annual bonus, and generous holiday allowance.
- Why this job: Join a respected firm and grow your career in a collaborative environment.
- Qualifications: Diploma qualified or progressing towards Chartered with solid paraplanning experience.
- Other info: Opportunity for personal development in a dynamic team.
The predicted salary is between 36000 - 60000 £ per year.
I'm currently representing a reputable independent financial planning firm who is looking for an experienced Paraplanner to join their team in Cardiff or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You'll have the opportunity to get stuck into a wide range of work, including more complex planning across investments, pensions, tax and protection. Expect a balance of independence and collaboration in a supportive environment.
Package includes:
- Hybrid working: 2 days per week in the Cardiff office
- Salary around £47,000 (DOE)
- Annual bonus
- Generous holiday allowance with the option to buy/sell
- Life insurance (4x salary)
- Group Income Protection
- Death in Service
You’ll be a great fit if you:
- Are Diploma qualified (Level 4) or progressing towards Chartered
- Bring solid paraplanning experience and strong technical capability
- Have excellent research and report-writing skills
- Are proactive, organised, and comfortable working closely with advisers and clients
This is a brilliant opportunity for a Paraplanner who wants to develop within a highly regarded firm known for its personal approach and supportive culture. If this sounds like the right move for you, please get in touch or send your CV to Samantha.durbridge@idexconsulting.com.
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
Network like a pro! Reach out to your connections in the financial planning world, 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. Since you'll be dealing with complex planning across investments, pensions, and tax, make sure you can confidently discuss these topics. We want you to shine!
✨Tip Number 3
Showcase your report-writing skills! Bring along examples of your previous work to the interview. This will not only demonstrate your capabilities but also give you a chance to discuss your thought process and approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Diploma qualifications, paraplanning experience, and any relevant technical capabilities to catch our eye!
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 passion for financial planning and how you can contribute to delivering a first-class client experience.
Showcase Your Research Skills: Since this role involves a lot of research and report writing, don’t forget to include examples of your previous work. This will demonstrate your strong technical capability and attention to detail, which we value highly.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to investments, pensions, tax, and protection. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning roles that highlight your research and report-writing skills. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Ask Insightful Questions
Think of questions that demonstrate your understanding of the firm’s approach and culture. Asking about their client experience or how they support professional development can show that you’re serious about fitting into their team.
✨Be Yourself
While it’s important to be professional, don’t forget to let your personality shine through. The firm values a personal approach, so showing your proactive and organised nature will help you connect with the interviewers.
