Wealth Paraplanner: Prep, Research & Reporting

IDEX Consulting Ltd; West Midlands; Remote; GBP 28,000 - 38,000; Full time

Job summary

IDEX Consulting Ltd is seeking a Paraplanner to provide full paraplanning support to the wealth team in the West Midlands. You will work closely with the Paraplanning Manager, Team Leader and established Paraplanners to support advisers.

Your role involves preparing pre-approval documents, using technology to produce accurate client solutions, and completing required calculations such as CGT and AA, while gathering information and applying the firm's research systems.

Responsibilities

• Prepare pre-approval docs for reports; ensure compliance and investment sign-off
• Use technology to produce accurate client solutions
• Perform financial calculations for advisers, incl. CGT and AA
• Gather client information with Adviser; delegate tasks to admin team
• Understand and apply all company research systems

Job description

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealth

• Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by compliance, technical and the investment team where appropriate
• Utilising all technology to produce accurate solutions for clients
• Carrying out relevant financial calculations on behalf of the Advisers, including CGT and AA
• Working with the Adviser to gather sufficient client information, including delegating appropriate information gathering tasks to client administration team
• Understand and apply all of the company's research systems

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.