Holistic Paraplanner

IDEX Consulting Ltd
Stoke Pound
£45,000 per annum
10 Jan 2019
24 Feb 2019
Contract Type
Full Time

My client currently looking to recruit a Chartered Holistic Paraplanner, within either the Birmingham or Bromsgrove office.


  • Developing a thorough understanding of the firm's advice guidance, as and when delivered
  • Participating in and delivering comprehensive financial research in all financial planning areas, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Producing, when required, tax and other complex calculations
  • Preparing and interpreting complex plan information with a view to completing transfer analysis
  • Preparing complex financial planning reports across all advice areas, within set SLAs
  • Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
  • Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases and updating on case progress
  • Maintaining and developing knowledge and technical understanding of all financial planning concepts, through personal management of own CPD
  • Completing work, as required, towards the creation of the firm's independent centralised research list
  • Participating in firm research projects, adhering to set deadlines, as and if required


  • Diploma in Financial Planning as a minimum qualification requirement
  • Demonstration of holistic knowledge and experience in personal and corporate financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • A high standard of written and numerical skills
  • An ability to demonstrate strong report-writing skills
  • A high level of accuracy and attention to detail
  • Aptitude in Microsoft Office

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.