Paraplanner: Hybrid Financial Planning Specialist

IDEX Consulting Ltd; Lancashire; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

25 days annual leave

Buy/sell holidays

Private medical insurance

Group life insurance

Income protection insurance

Job summary

IDEX Consulting Ltd in Wigan is seeking an experienced Paraplanner to support Financial Planners with technical research, suitability reports and comprehensive financial planning support. This hybrid role involves 3 days in the office and 2 days from home, working with advisers and administrators to ensure compliant, robust advice.

The ideal candidate will have paraplanning experience, a Level 4 Diploma in Financial Planning, and strong IT skills across planning software.

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 software

FCA COB rules knowledge

Education

Level 4 Diploma in Financial Planning

Tools

IT systems experience

Job description

IDEX Consulting Ltd in Wigan is seeking an experienced Paraplanner to support Financial Planners with technical research, suitability reports and comprehensive financial planning support. This hybrid role involves 3 days in the office and 2 days from home, working with advisers and administrators to ensure compliant, robust advice.

The ideal candidate will have paraplanning experience, a Level 4 Diploma in Financial Planning, and strong IT skills across planning software.