Hybrid Paraplanner: Research, Reports & Planning

IDEX Consulting; Wigan; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Pension scheme

25 days annual leave

Hybrid working

Training support

Discretionary bonus

Employee assistance programme

Job summary

IDEX Consulting in Wigan is seeking an experienced Paraplanner to support Financial Planners with technical research, suitability reports and planning assistance.

The role involves collaboration with Advisers and Administrators through the advice process, ensuring compliant and robust recommendations across pensions, investments, protection, and estate planning. The position offers a hybrid setup with 3 days in the office and 2 days from home.

Qualifications

• Experience in a paraplanning role in a similar environment.
• Level 4 Diploma in Financial Planning or equivalent.
• Experience of working with IT systems that support this service.
• High level of technical knowledge across the full range of advice.
• High-level understanding of FCA COB rules.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
• Assist in the interpretation of the Adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care
• Provide guidance to Advisers on aspects of specific cases to support good consumer outcomes
• To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent data quality and compliant performance in the job role
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
• To obtain illustrations and key features documentation in support of recommendations to clients

Skills

Paraplanning experience

Financial planning

IT systems familiarity

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Job description

IDEX Consulting in Wigan is seeking an experienced Paraplanner to support Financial Planners with technical research, suitability reports and planning assistance.

The role involves collaboration with Advisers and Administrators through the advice process, ensuring compliant and robust recommendations across pensions, investments, protection, and estate planning. The position offers a hybrid setup with 3 days in the office and 2 days from home.