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Paraplanner

Job description

A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.

My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.

This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.

Duties include -
  • Support Financial Planners with preparing client reviews and meetings
  • Provide research for client cases
  • Preparing client paperwork including suitability reports
  • Liaise with providers
  • Additional administration and client coordination duties may be required
Candidate requirements -
  • Experience in a similar role providing Paraplanner support on behalf of a Financial Adviser / Planner
  • Industry qualifications are preferred although not essential with relevant experience
  • Knowledge of advice cases including investments and pensions
  • The ability to work independently and as part of a small team
  • A friendly approach when dealing with clients and colleagues
  • An appreciation for the regulatory requirement with financial planning and advice
On offer -
  • A attractive alary dependent on experience
  • Friendly, supportive and trusting working environment
  • On site parking for days in the office

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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.