Paraplanner
Job Description
Job title: Paraplanner
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Paraplanner
Job details Posted 11 January 2024 Salary£30000.00 – £42000.00 per annum LocationBasford, Stoke-on-Trent Job type Discipline Expiry 20 April 2024 Reference40240_1704969300
Consultant
Business Manager
Paraplanner
Job description
My client is currently looking for a Paraplanner in Stoke on Trent.
Role Summary:
- To support the business by providing a mixture of paraplanning and report writing, where required
Job Responsibilities:
- Write detailed client letters/reports, both from templates and bespoke, within agreed timescales, compliance requirements, and quality standards
- Write client review letters (including portfolio review), including drawdown reviews
- To work as an effective member of the financial planning team, liaising with financial planners, paraplanners, and administration team to help facilitate smooth new business processing and help answer any technical client queries, where required
- Portfolio analysis and rebalancing
- Complete Fund/Product/Provider research and due diligence, including portfolio construction, as required (using FE Analytics & Centra)
- Produce pension switch comparisons (using O&M)
- Collate appropriate data and complete calculations (e.g. annual allowance, bond chargeable gains, income tax, inheritance tax etc)
- Help maintain and develop letter / report templates
- Assist with compiling compliance information for external new business file checkers, where required
- Maintain up to date knowledge (CPD) required to complete the role
- Undertake any other reasonable tasks requested of you, such as assisting the administration team with client valuations, meeting preparation, new business processing etc, during busy times or to cover sickness/absence
Knowledge/Experience required:
- Must have previous experience of providing support in a busy IFA or Wealth Management Company
- Ability to constructively challenge advisers and fellow paraplanners to help improve client outcomes and advice standards
- Formal qualifications are not essential. CII Diploma in Financial Planning or equivalent, or working towards, is desirable
- Well-developed organisational and administrative skills with the ability to handle a busy, varied workload and to cope with interruptions and changes
- Ability to work calmly under pressure, meet set deadlines and pay meticulous attention to detail completing tasks fully, accurately and on time, prioritising where appropriate
- Ability to deal with confidential information or situations in an appropriate and sensitive manner Ability to communicate effectively in a variety of written and verbal formats, including telephone, email and in person with a wide range of people
- Basic IT skills including; Word Processing, Spreadsheets, Databases, Email and Web
- Have the ability to be resourceful and able to research, gather and distribute information as necessary
- Willingness to help and support colleagues, thinking beyond the task being given
For more information please contact Graeme Hyland on 07896 933622 or email
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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.
Expected salary: £42000 per year
Location: Stoke-on-Trent
Job date: Sat, 13 Jan 2024 08:07:41 GMT
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