Paraplanner: Path to Financial Planner & Compliance

IDEX Consulting Ltd.; Wakefield; On-site; GBP 24,000 - 32,000; Full time

Job summary

IDEX Consulting Ltd is partnering with a respected financial planning business to recruit a Paraplanner. You will work alongside Financial Planners, produce high-quality suitability reports and support tailored financial advice, with chances to engage in wider investment and compliance activities.

Whether you are expanding paraplanning experience or aiming for a Financial Planner role, this position offers a collaborative environment and a clear development path within the team.

Qualifications

• Experience in a Paraplanning or technical financial planning support role.
• Knowledge of suitability reports and regulatory requirements.
• Strong research, analytical and written communication skills.
• Good working knowledge of Microsoft Office Suite.

Responsibilities

• Researching solutions, analysing client circumstances and preparing clear, accurate suitability reports.
• Reviewing investments and considering asset allocation, charges, performance and taxation.
• Preparing annual suitability review letters and addressing ad-hoc withdrawal requests.
• Maintaining accurate client records and ensuring files meet regulatory standards.
• Collaborating with Financial Planners to gather information and support cash flow analysis.
• Assisting with research related to the firm's central investment proposition.
• Liaising with Client Services and providers to progress cases efficiently.

Skills

Paraplanning experience

Research skills

Analytical ability

Written communication

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

IDEX Consulting Ltd is partnering with a respected financial planning business to recruit a Paraplanner. You will work alongside Financial Planners, produce high-quality suitability reports and support tailored financial advice, with chances to engage in wider investment and compliance activities.

Whether you are expanding paraplanning experience or aiming for a Financial Planner role, this position offers a collaborative environment and a clear development path within the team.