Trainee Paraplanner

IDEX Consulting

  • USA
  • Permanent
  • Full-time
  • 27 days ago
My client is currently looking for a part qualified Trainee Paraplanner in Manchester city centre.This isn't just a job, it's about joining a company that it's serious about its values.They are looking for someone with previous experience within an IFA practice who can demonstrate a strong paraplanning understanding.You will support the financial planning function, thrive as a technical expert and enjoy writing.To be successful in this role you must have outstanding specialist knowledge of different products and areas of financial planning.You don't have to be qualified yet, but we'd like someone who wants to complete the L4 qualifications.Responsibilities:
  • Work with a Paraplanner/Adviser to ensure the correct client outcome is achieved
  • Produce compliant and detailed suitability reports for clients
  • Undertaking centralised product research and analysis to support the firm's product governance responsibilities, reporting to the relevant committees and presenting where appropriate
  • Ensuring all client information is recorded on system and any tasks are completed within the appropriate timescale
  • Acting as a centre of technical excellence and share expertise with the wider team
  • Contacting product providers to clarify information and developing B2B relationships with key providers
To succeed in this role you will:
  • Good working knowledge in areas of investment, protection and pensions
  • Display enthusiasm, energy and positivity
  • Have an interest in ESG principles, frameworks and regulations, particularly as they apply to the financial services industry
  • Excellent report writing skills
  • Pride yourself on your organisational skills including managing multiple conflicting priorities
  • Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) and have working knowledge of iO
  • Collaborate well with other teams
Why join us:
  • Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
  • Opportunity to be part of an employee-owned business which values employee involvement and commitment
  • Real living wage employer
  • We are serious about our commitment to Net Zero
  • Required professional membership fees paid for
  • Long service awards
  • Opportunity to win quarterly CORE Award
  • Contributory pension scheme
  • Opportunity to join a tax-incentivised shareholder incentive plan (SIP) and become a shareholder
  • Opportunity to build a meaningful stake in the business
  • Opportunity for hybrid work
  • NHS top up scheme
For more information please contact Graeme on 07896 944622 or emailVisit 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 MissionAt 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.

IDEX Consulting