Trainee Paraplanner: Launch Your Wealth Planning Career

IDEX Consulting Ltd.; Metropolitan Borough of Solihull; Sur place; GBP 23 000 - 32 000; Plein temps

Avantages offerts par ce poste

25 days annual leave

Death in Service

Supportive team environment

Long-term career development

Résumé du poste

IDEX Consulting Ltd. in Solihull is seeking a Trainee Paraplanner to support Financial Advisers and Paraplanners, developing technical knowledge across pensions, investments and broader financial planning.

You don't need to be an experienced Paraplanner; the role focuses on development with full training, exposure to client files, research, and progression potential into paraplanning within a supportive team.

Qualifications

• Background in IFA administration, financial planning administration, wealth management or adviser support
• Desire to develop into paraplanner
• Willingness to learn and build technical knowledge
• Strong attention to detail and organisational skills

Responsabilités

• Support Financial Advisers with preparation and progression of client cases
• Assist with client reviews and ongoing servicing
• Gather information and prepare client files
• Support research across pensions, investments and wider financial planning
• Assist with suitability reports and recommendations
• Carry out provider and product research
• Prepare valuations and client information
• Support new business and transfer cases
• Liaise with providers, platforms and clients
• Maintain accurate client records and ensure cases progress on time

Connaissances

IFA administration experience

Paraplanning interest

Attention to detail

Organisational skills

Communication skills

Proactive learning

Formation

CII qualifications (in progress)

Description du poste

IDEX Consulting Ltd. in Solihull is seeking a Trainee Paraplanner to support Financial Advisers and Paraplanners, developing technical knowledge across pensions, investments and broader financial planning.

You don't need to be an experienced Paraplanner; the role focuses on development with full training, exposure to client files, research, and progression potential into paraplanning within a supportive team.