Hybrid Paraplanner – Wealth Planning & Client Impact

IDEX Consulting; Blackburn; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Exam support

Job summary

IDEX Consulting is seeking a proactive Paraplanner to join our Wealth Management team in Blackburn. Hybrid working and full exam support are offered to help you grow your paraplanning career while supporting advisers and clients.

You will research products, funds and solutions, prepare client reports and suitability documents, and assist in compliance and workflow improvements, in a collaborative, fast-paced environment.

Qualifications

• Level 4 Qualified (or close to completion)
• Proactive and detail-driven approach to paraplanning
• Excellent written and verbal communication
• Ability to work under pressure and manage multiple tasks

Responsibilities

• Support advisers in wealth management for clients including business owners, professionals and retirees
• Research products, funds and solutions and prepare client reports
• Prepare suitability reports and highlight areas needing attention
• Assist compliance with presale file checks and maintain controls
• Contribute to business development and departmental efficiency improvements

Skills

Client service

Communication

Initiative

Organisation

Detail orientation

Education

Level 4 Qualified (or close to completion)

Job description

IDEX Consulting is seeking a proactive Paraplanner to join our Wealth Management team in Blackburn. Hybrid working and full exam support are offered to help you grow your paraplanning career while supporting advisers and clients.

You will research products, funds and solutions, prepare client reports and suitability documents, and assist in compliance and workflow improvements, in a collaborative, fast-paced environment.