Wealth Planning Paraplanner — Precise Prep & Client Impact

IDEX Consulting Ltd; Cheltenham; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Death in Service

Employee Assistance Programme

Pension

Discretionary bonus

Holiday entitlement

Job summary

IDEX Consulting Ltd in Cheltenham is seeking a professional Paraplanner to support Wealth Planning Advisers with drafting reports, researching investments, and ensuring compliance.

You will collaborate with Paraplanning Manager and team, handle data gathering, and use technology to deliver accurate solutions; a discretionary 10% bonus and generous holiday allowance are offered.

Qualifications

• Paraplanning experience preferred; understanding of compliance and investment research.

Responsibilities

• Prepare pre-approval documentation for report writing and ensure sign-off by Compliance, Technical and Investment teams.
• Utilise technology to produce accurate solutions for clients.
• Carry out financial calculations including CGT and AA.
• Collaborate with the adviser to gather client information and delegate information tasks to the Client Administration Team.
• Understand and apply all of the company's research systems.

Job description

Salary up to £45,000 depending on experience.

About us

We are excited about what we can achieve together and inspired by the difference we can make

• Supported by best-of-breed modern technology

• For our clients, we will deliver a truly exceptional service through high-quality advice and smart solutions, all backed by the most efficient administration.

• For our advisers, the best technology and simplified processes will enable them to more effectively serve a greater number of clients. They will be part of a business run by people who really understand them.

• Our growth strategy leads to a single brand, where all colleagues will work in a supportive and progressive environment to build a truly exceptional advice and wealth management business.

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 Planning Advisers

• 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

The role will also have our standard benefits package as follows:

• Death in Service (4 x annual salary)

• Employee Assistance Programme

• Pension 5% employer contribution, 3% employee contribution

• Discretionary 10% annual bonus based on company performance

• 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.