Paraplanner

IDEX Consulting Ltd; England; Hybrid; GBP 61,200 - 74,800; Full time

Benefits offered by this job

Excellent company benefits

Superb development and training

Job summary

A modern financial planning firm based in West Sussex seeks a Paraplanner to support high net worth clients. Responsibilities include analyzing client requirements, constructing financial planning solutions, and preparing client communications. The ideal candidate will possess strong technical knowledge in personal finance and a recognized qualification. The position offers a competitive salary of up to £68,000 plus excellent benefits and flexibility with hybrid working.

Qualifications

• Strong paraplanning experience with high net worth private clients.
• Demonstrable understanding of the financial planning process.
• History of continuous professional development.

Responsibilities

• Full analysis of clients' requirements and development of cash flow models.
• Construction of financial planning solutions (investment, retirement, tax).
• Preparation of letters and reports for clients.

Skills

Technical knowledge in personal finance

Understanding of regulatory framework

Experience with high net worth clients

Education

Chartered / level 6 certification

Job description

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

Paraplanner

West Sussex

Salary - Up to £68,000 basic plus excellent company benefits

Hybrid working - Up to 3 days home working

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice.

Key Responsibilities

• Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning)
• Recommendations - preparation of letters and reports taking full responsibility for the client file and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports
• Relationship building - liaison with clients by telephone, letter, email and attending meetings
• Partners - working with other professional stakeholders including solicitors and accountants to implement an agreed action plan

Experience required:

You will have strong paraplanning experience working with high net worth private clients supporting the delivery of financial planning solutions.

You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework.

You will be qualified or working towards to Chartered / level 6 and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.

This is a superb career opportunity to work for a growing, modern financial planning practice working closely with high performing advisers, HNW clients. You will also receive a market leading salary and benefits package and superb development and training.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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