Posted 20 February by IDEX Consulting Ltd

The company
My client specialises in providing individuals with quality, professional financial advice that they can trust. They will have either the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills and tax advice and legal services to advice on portfolio management services, general insurance and corporate lending.

My client is looking for an experienced Paraplanner to join their team in Kenilworth, Warwickshire.


  • Supporting Consultants in preparing accurate financial plans and suitability reports
  • Supporting the Consultants in research and analysis to meet client needs and objectives
  • To provide support, where needed, to the Compliance and Technical Manager
  • Developing and maintaining internal relationships with various areas of the business to meet agreed targets
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Managing individual workflow and delivery
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • To provide technical guidance to the client services assisting with product specific, technical and compliance based queries

To be successful you will need

  • Excellent understanding of the financial planning process
  • Good report writing skills
  • Experience working in a paraplanning role
  • Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning)
  • Excellent communication skills both written and verbal
  • Attention to quality, detail and accuracy and getting it right first time
  • Be able to question colleagues comfortably when the information they have provided is not fully understood or the reasons for advice are unclear
  • Ability to work within tight deadlines
  • Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource
  • Client focused; friendly, helpful and considerate to all
  • Show initiative, being able to motivate and manage oneself and to have a desire to improve and develop

If successful, you will benefit from

  • A permanent, full time position
  • A salary of up to £35,000

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning

Reference: 34205446

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