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- Tasks: Join our team as a Paraplanner, supporting IFAs with research and detailed reports.
- Company: IDEX is committed to diversity and inclusion, fostering an authentic workplace culture.
- Benefits: Enjoy a collaborative environment, professional development opportunities, and a focus on work-life balance.
- Other info: We prioritise diversity and inclusion, ensuring everyone can thrive and contribute authentically.
- Why this job: Make a real impact on clients' lives while developing your financial expertise in a supportive team.
- Qualifications: You need financial planning qualifications, two years of paraplanning experience, and a passion for excellence.
The predicted salary is between 28800 - 48000 £ per year.
An opportunity has become available for an experienced Senior Paraplanner in London to join a growing financial planning firm that offers hybrid working and a superb working environment with fantastic career opportunities. This organisation provides a technology‑based financial advice service with client service and accessibility to advice at the forefront of its offering.
Responsibilities
- Assist the Financial Planner in formulating advice to the client, providing technical support and guidance where appropriate.
- Review client objectives to ensure they are clear, concise and achievable when compared against the client’s financial circumstance.
- Provide research and analysis of investment funds and financial products, while considering the client objectives.
- Conduct fund research.
- Prepare financial plans, clearly outlining the client’s current position, where they need to be and how they will get there.
- Prepare fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources.
- Liaise with product providers/third parties regarding any technical queries.
Ideal Candidate
- Level 6 qualified or making strong progress towards Level 6.
- Ideally STEP qualified (not a prerequisite if not).
- Experienced within DB transfers.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the Adviser and client.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of the role.
- Aspiration to supervise, lead and inspire.
This is a unique opportunity for a Paraplanner in the London area to join a firm that offers hybrid working and a genuinely supportive environment.
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
Network with professionals in the financial planning industry. Attend relevant events, webinars, or workshops where you can meet IFAs and other paraplanners. Building these connections can lead to valuable insights and potential job opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to excellence during interviews and discussions with potential employers.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience as a Paraplanner. Highlight how you contributed to successful financial strategies and how your attention to detail made a difference in client outcomes.
✨Tip Number 4
Showcase your collaborative skills by discussing instances where you worked effectively within a team. Emphasise your ability to support colleagues and manage urgent tasks, as teamwork is crucial in this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner. Focus on your financial planning qualifications, your analytical skills, and any specific achievements that demonstrate your attention to detail and collaboration.
Craft a Compelling Cover Letter: In your cover letter, express your passion for supporting Independent Financial Advisers (IFAs) and how your skills align with the role. Mention your commitment to excellence and provide examples of how you've successfully contributed to a team in a fast-paced environment.
Showcase Technical Knowledge: Emphasise your completed financial planning qualifications and any ongoing professional development. Highlight your understanding of FCA regulations and your ability to prepare compliant client files, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your documents are clear and concise. This reflects your attention to detail, which is essential for a Paraplanner.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Technical Knowledge
Be prepared to discuss your financial planning qualifications and how they relate to the role. Highlight specific examples of how you've applied your knowledge in previous positions, especially in conducting research and preparing reports.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, be ready to provide examples of how you've maintained precision in your work. You might want to mention any systems or processes you use to ensure compliance and thoroughness in your reports.
✨Emphasise Team Collaboration
This position values teamwork, so share experiences where you've successfully collaborated with advisers or client support teams. Discuss how you handle urgent tasks and support colleagues during complex projects.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to analyse investment portfolios. Practise articulating your thought process when faced with different client scenarios, focusing on how you would tailor financial strategies to meet their needs.