IDEX Consulting Ltd
£28,000 per annum
16 Dec 2018
06 May 2019
Contract Type
Full Time

Established over 20 years ago my client a chartered IFA, are currently looking for a holistic Paraplanner to work in a team of 3 Paraplanners, supporting 5 IFAs with all holistic research and reports.

Duties include

  • Collect quantitative detailed information required to compile a financial plan
  • Discuss client objectives with Planner
  • Identify and obtain the information necessary to compile financial cash flow forecast
  • Compile net worth statement; income and expenditure statements and financial cash flow forecast

Build cash flow models

  • Ensure that quantitative data used by the cash flow modelling tool is correct
  • Interpret qualitative data received from Planner and build scenarios using cash flow modelling tool

Prepare recommendations

  • Identify areas for planning
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients need
  • Prepare information/comparisons for analysis by Planner
  • Liaise with client's legal and tax advisers
  • Consider allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by Planner within defined service levels
  • Prepare suitability letters in accordance with the agreed recommendations within defined service standards

Oversee implementation of recommendations

  • Oversee the completion of application/proposals forms
  • Oversee changes to clients' investments as instructed
  • Oversee implementation of the agreed recommendations

Prepare for client reviews

  • Deal effectively with queries from clients and other parties
  • Establish and build strong relationships with clients and attend client meetings with Planner if required
  • Update cash flow models in preparation for review meetings

The successful candidate will have a solid paraplanning background, with Level 4 or close to achieving Level 4 as a minimum (or equivalent)

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.