Posted 4 days ago by IDEX Consulting Ltd

Our client is a well respected IFA based in Stoke on Trent. They are now looking to appoint a Paraplanner and will consider either a fully experienced and Level 4 qualified individual or a part qualified individual who has experience of providing administrative support to IFAs and wishes to take the next step in their career.


  • Suitability report writing
  • Research for life, pensions and investment products
  • Develop and manage relationships with providers, clients and professionals
  • Update and maintain relevant sections of the company website
  • Organisation of all aspects of business trips in the UK and international and event analysis
  • Assist with company pages on social networking sites and other external websites
  • Develop print and electronic marketing materials
  • Effective service and support to the Principal and a team of Consultants
  • Supervising and training of back office Administrators
  • Diary management - Booking appointments
  • Compliance


  • Senior administration experience from the IFA sector
  • Experience of dealing with high net worth clients


  • Must have a working knowledge of financial planning products
  • Effective and confident communicator
  • Display a positive approach to change, remain calm and work well under pressure
  • Be able to set and maintain high standards

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: 34384707

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