Hybrid Paraplanner — Wealth Planning & Research

IDEX Consulting Ltd; Lancashire; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Pension match up to 7.5%

Private Medical Insurance for family

Medical Cash Plan

Life Assurance 4x salary

25 days holiday + bank holidays

Share Incentive Plan

Electric Car Scheme

Cycle to Work

Hybrid Working after probation

Discounts on investment services

Job summary

IDEX Consulting Ltd in Blackpool is seeking an experienced Paraplanner to support Planners and the wider paraplanning team. You will research client information, prepare suitable recommendations, and perform cash-flow modelling to back up advice.

Responsibilities include preparing client documents, coordinating meetings, and handling client queries with sensitivity to vulnerable clients. A clear path to professional qualifications is offered with hybrid working after probation.

Qualifications

• Prior paraplanning experience required.
• Commitment to achieve RQF level 4 Diploma within a reasonable timeframe.
• Willingness to pursue Advanced Diploma and CII Chartered status (Level 6).

Responsibilities

• Undertake paraplanning activity for Planners on the team and in exceptional circumstances support the wider paraplanning team.
• Conduct research to enable suitable recommendations meeting clients needs and objectives.
• Perform accurate cash-flow modelling to support recommendations.
• Prepare suitability reports and letters for Planners to provide their recommendations.
• Draft and coordinate technical documents and research for client presentations.
• Identify future advice opportunities and raise them with the Planner.
• Prepare and submit new account paperwork for client onboarding.
• Arrange client meetings and manage Wealth Planners' diaries.
• Handle general client queries and escalate complex issues to the Planner.

Skills

Paraplanning

Research

Cash-flow modelling

Suitability reports

Vulnerable clients

Education

RQF level 4 Diploma

Advanced Diploma in Financial Planning

CII Chartered status (Level 6)

Tools

Microsoft Office

Job description

IDEX Consulting Ltd in Blackpool is seeking an experienced Paraplanner to support Planners and the wider paraplanning team. You will research client information, prepare suitable recommendations, and perform cash-flow modelling to back up advice.

Responsibilities include preparing client documents, coordinating meetings, and handling client queries with sensitivity to vulnerable clients. A clear path to professional qualifications is offered with hybrid working after probation.