Paraplanner

4 weeks ago

Stockport, Stockport, United Kingdom Idex Full time

My client is currently looking for an experienced Paraplanner to join their firm in Stockport.

THE ROLE

  • 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.

THE CANDIDATE

  • 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).
  • Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly valued.
  • 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.



The company offers a competitive salary and excellent benefits package.

For more information please contact Graeme Hyland on or email

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.

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