Associate Financial Planner (Paraplanner)

IDEX Consulting Ltd; Alderley Edge; On-site; GBP 48,000 - 58,000; Full time

Job summary

IDEX Consulting Ltd in Alderley Edge is seeking an experienced Senior Paraplanner or Associate Financial Planner to take ownership of client relationships within a highly technical financial planning environment.

This is an excellent opportunity for someone who wants to move beyond a purely technical paraplanning role and play a more active part in client relationships and the delivery of holistic financial planning. Offering a basic salary up to £53,000 plus benefits, dependent on experience.

Qualifications

• Experienced Senior Paraplanner or Associate Financial Planner with strong technical knowledge across financial planning areas.
• Demonstrates ownership and the ability to manage and prioritise workload.
• Strong financial planning and cashflow modelling experience; Voyant experience would be particularly beneficial.
• Highly organised, analytical and detail-focused with excellent written and verbal communication skills.

Responsibilities

• Provide high-quality technical support to the Financial Planner before, during and after client meetings.
• Manage client relationships between annual planning meetings with excellent service.
• Prepare for client meetings, including researching planning opportunities and agendas.
• Attend client meetings, take notes and provide technical input where required.
• Produce high-quality meeting minutes and manage follow-up actions.
• Prepare clear, compliant Suitability Reports and Investment Progress Reports.
• Maintain accurate client records, financial plans and cashflow information.
• Deal with client queries, liaising with other advisers when appropriate.
• Maintain a holistic understanding of each client's circumstances and evolving needs.

Skills

Paraplanning

Client relationships

Financial planning

Cashflow modelling

Voyant

Organisation

Communication

Education

Level 6 financial planning qualification

Tools

Voyant (financial planning software)

Job description

Could your paraplanning expertise be the bridge to a client-facing financial planning career?

This is an excellent opportunity in Alderley Edge for an experienced Senior Paraplanner or Associate Financial Planner who is looking to take greater ownership of client relationships and develop their career within a highly technical financial planning environment.

This is an excellent opportunity for an experienced Senior Paraplanner or Associate Financial Planner who is looking to take greater ownership of client relationships and develop their career within a highly technical financial planning environment.

The Role

• Provide high-quality technical support to the Financial Planner before, during and after client meetings.
• Take responsibility for managing client relationships between annual planning meetings, building strong and lasting relationships through excellent service.
• Prepare thoroughly for client meetings, including researching planning opportunities and producing considered meeting agendas.
• Attend client meetings, taking detailed notes and providing technical input where required.
• Produce high-quality meeting minutes and manage all agreed follow-up actions.
• Prepare clear, compliant and client-friendly Suitability Reports and Investment Progress Reports.
• Maintain accurate and up-to-date client records, financial plans and cashflow information.
• Deal directly with client queries and issues where Advisor involvement is not required, liaising with other professional advisers when appropriate.
• Maintain a holistic understanding of each client's circumstances and ensure their financial plan continues to make sense as their needs evolve.

The Person

• An experienced Senior Paraplanner or Associate Financial Planner with strong technical knowledge across a broad range of financial planning areas.
• Someone who can demonstrate ownership and independence, with the ability to manage and prioritise their own workload.
• Strong financial planning and cashflow modelling experience; Voyant experience would be particularly beneficial.
• Highly organised, analytical and detail-focused, with excellent written and verbal communication skills.
• Confident dealing directly with clients and able to build trust and inspire confidence.
• A proactive, solutions-focused team player who is genuinely looking to develop a long-term career within financial planning.
• Ideally holding, or working towards, a Level 6 financial planning qualification.

This is a great opportunity for someone who wants to move beyond a purely technical paraplanning position and play a more active role in client relationships and the delivery of holistic financial planning.

Offering a basic salary up to £53,000 plus benefits, dependent on experience, qualifications.