Senior Paraplanner

IDEX Consulting Ltd
Stoke Pound
£40,000 per annum
30 Aug 2017
06 Oct 2017
Contract Type
Full Time

This independent client centric firm is seeking a Senior Paraplanner who can help to offer advice on the personalised solutions offered by the company for the client's individual needs and goals, As well as working in a team of Paraplanner supporting their advisers.

You will be responsible for:-

  • Participation in the Advice Guidance Executive Committee, offering constructive input into technical discussions to assist in the formulation of the Group's Advice Guidance strategy
  • Assisting with the higher-level post-audit of advice provided by advisers, where necessary
  • Offering clear and considered decisions on cases which carry a high risk to the client, firm and the firm's IFAs
  • Dealing with day-to-day advice and higher level regulatory queries from other departments, undertaking research, where necessary, in order to provide informed responses
  • Financial promotions - analysing proposed advertising content to assess technical and regulatory suitability
  • Designing and delivering understandable and concise Financial Planning Report templates for use across the range of products and service provided, both personal and corporate, in order to deliver understandable and suitable financial outcomes to our clients
  • Providing new business concessions, where necessary and referral to Advice & Regulatory Administration for recording


  • Diploma in Financial Planning as a minimum qualification requirement
  • Experience in a similar position is essential

If you're successful you will benefit from:-

  • Salary £40,000 - £60,000
  • Company benefits
  • 30 days holiday
  • Free onsite parking
  • Career development
  • Support and funding for further exams
  • Salary increase for further exams gained
  • Flexible working hours

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.