At a Glance
- Tasks: Support Financial Advisers with high-quality financial planning and mentoring junior paraplanners.
- Company: Established IFA practice in London focused on growth and inclusion.
- 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 making a real impact in financial planning and client outcomes.
- Qualifications: Paraplanning experience, strong technical knowledge, and CII Level 6 Advanced Diploma required.
The predicted salary is between 55000 - 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.
Senior Paraplanner: Pensions, Investments & Tax Expert employer: IDEX Consulting
Join a leading IFA practice in London that prioritises professional growth and a supportive work culture. As a Senior Paraplanner, you'll not only contribute to high-quality financial planning but also have the opportunity to mentor junior team members, fostering a collaborative environment. With a commitment to diversity, equity, and inclusion, this company offers a rewarding career path where your expertise in pensions, investments, and tax will be valued and developed.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner: Pensions, Investments & Tax Expert
✨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 opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and tax planning confidently. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Don’t forget to showcase your mentoring skills! If you’ve helped junior paraplanners in the past, be sure to highlight this experience. It shows you’re not just a technical whiz but also a team player.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner: Pensions, Investments & Tax Expert
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in pensions, investments, and tax planning, and don’t forget to mention any relevant qualifications like the CII Level 6 Advanced Diploma.
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 analytical and organisational skills in action. Include 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. We can’t wait to hear from you!
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 roles 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 job. Real-life examples will make your application stand out.
✨Be Organised
Demonstrate your organisational skills by discussing how you manage multiple cases efficiently. You might want to share your strategies for keeping track of documentation and liaising with providers. This will reassure them that you can handle the workload and maintain compliance.
✨Embrace Continuous Learning
Express your commitment to professional development and staying updated with industry changes. Mention any relevant qualifications, like your CII Level 6 Advanced Diploma, and discuss how you plan to continue learning. This aligns with their values and shows you're proactive about your career.
