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For Companies At a Glance
- Tasks: Execute trades and support financial strategies in a dynamic, remote environment.
- Company: Join a multi-award-winning financial planning firm known for exceptional client service.
- Benefits: Competitive salary, inclusive culture, and strong focus on career development.
- Why this job: Make an impact in a progressive team while enhancing your trading expertise.
- Qualifications: Experience in Paraplanning or trading with strong communication skills.
- Other info: Embrace a culture of diversity, equity, and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Paraplanner or Trading Administrator seeking the next step in your career? This is a rare opportunity to join a multi-award-winning, progressive financial planning firm that is recognised for delivering exceptional client service and industry-leading advice. This role is ideal for someone with strong trading expertise who enjoys a varied mix of responsibilities, including trade execution (70-80%) and high-level paraplanning. You will work closely with Advisers and the Paraplanning Manager, supporting complex financial strategies and ensuring smooth operational processes.
Key Responsibilities
- Execute and settle trades accurately and efficiently via platforms such as Fusion and SEI Trading engine, ensuring compliance with tight deadlines.
- Collaborate with Advisers and the Paraplanning Manager to produce high-quality suitability reports and assist with the preparation of advice documentation.
- Act as a technical resource to the planning team, ensuring seamless client service.
- Stay up to date with product, process, and regulatory changes to maintain high compliance standards.
Key Requirements
- Experience in Paraplanning or a similar technical Administrator role, with strong trading knowledge.
- Proficiency with trading platforms such as Fusion and SEI.
- Level 4 Diploma qualified (or near completion).
- Exceptional attention to detail and the ability to work under pressure and to strict deadlines.
- Strong communication and collaboration skills.
What’s on Offer
- Join a forward-thinking, multi-disciplinary team where career development and technical excellence are a priority.
- A collaborative, inclusive culture that encourages innovative thinking.
- Competitive salary, benefits.
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.
Trading Paraplanner - Remote employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trading Paraplanner - Remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in paraplanning or trading. 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 trading knowledge and compliance standards. We want you to shine when discussing your experience with platforms like Fusion and SEI. Practice common interview questions and have examples ready to showcase your skills.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that dream job! We love seeing applications directly from motivated candidates who are eager to join our team and contribute to our inclusive culture.
We think you need these skills to ace Trading Paraplanner - Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trading Paraplanner role. Highlight your trading expertise and any relevant experience in paraplanning or technical administration. We want to see how your skills align with what we're looking for!
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. Share specific examples of your past experiences that relate to trade execution and collaboration with advisers.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to ensure their submissions are polished and professional.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Trading Platforms
Make sure you brush up on your knowledge of trading platforms like Fusion and SEI. Be ready to discuss your experience with these tools, as well as any specific trades you've executed. This will show that you're not just familiar with the platforms but also confident in using them.
✨Prepare for Technical Questions
Expect questions that dive deep into paraplanning and trading strategies. Review common scenarios you might face in the role and think about how you would approach them. This will demonstrate your technical expertise and problem-solving skills.
✨Showcase Your Attention to Detail
Since this role requires exceptional attention to detail, prepare examples from your past work where your meticulousness made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, these stories will highlight your strengths.
✨Emphasise Collaboration Skills
This position involves working closely with Advisers and the Paraplanning Manager, so be ready to discuss your teamwork experiences. Share examples of how you've successfully collaborated in the past, especially in high-pressure situations, to illustrate your ability to contribute to a team.
