Paraplanner Job at IDEX Consulting Ltd (London)

New

Paraplanner

I am looking to speak to any experienced Senior Administrators / Paraplanners to...

Location

United Kingdom , London

Salary:

40000.00 - 45000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

October 11, 2026

Requirements

Proven organisational skills with the ability to manage multiple tasks effectively
Strong report writing and analysis skills within a financial services context
Knowledge of financial planning principles and processes
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
familiarity with IT systems is essential
Excellent communication skills, both written and verbal, to liaise confidently with clients and colleagues
Ability to demonstrate good time management skills in a fast-paced environment
Diploma in Financial planning or equivalent qualification.

Job Responsibility

Prepare detailed reports and documentation to support financial planning activities
Conduct analysis of client data to assist in developing tailored financial strategies
Assist with the preparation of financial plans, including cash flow analysis, investment strategies, and risk assessments
Maintain accurate client records using Microsoft Office applications such as Word, Excel, and Outlook
Communicate effectively with clients and team members to ensure clarity and understanding of financial recommendations
Organise schedules, appointments, and follow-ups to ensure smooth workflow within the team
Support the compliance process by ensuring all documentation adheres to regulatory standards
Provide exceptional customer service by addressing client queries professionally and efficiently.

What we offer

Benefits
bonus

Fulltime

New

Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to w...

Location

United Kingdom , London

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

CII Diploma in Financial Planning (as a minimum)
The ability to produce comprehensive, accurate, and clear recommendation reports
Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
Proficiency in complex report writing
Experience liaising with third party providers
Excellent grammar, spelling and punctuation skills
Excellent interpersonal and communication skills
A high standard of personal organisational and time management skills
Experience within Private Wealth Management
Experience of working to targeted service standards and procedures

Job Responsibility

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
Providing high quality technical, administrative and research support to the Advisers
Undertaking whole-of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
Liaising with the Regulatory & Technical team to ensure the advice is compliant
Be able to prioritise work in your queue by liaising with advisers on a regular basis
Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
Building strong and effective working relationships with other teams in the firm and third party product providers
Attending and contributing to meetings – both internal and external
Ensuring that all client records and data are maintained accurately and efficiently

What we offer

True hybrid working model
Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Company Pension scheme
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme

Fulltime

New

Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to w...

Location

United Kingdom , Bath

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

CII Diploma in Financial Planning (as a minimum)
The ability to produce comprehensive, accurate, and clear recommendation reports
Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
Proficiency in complex report writing
Experience liaising with third party providers
Excellent grammar, spelling and punctuation skills
Excellent interpersonal and communication skills
A high standard of personal organisational and time management skills
Experience within Private Wealth Management
Experience of working to targeted service standards and procedures

Job Responsibility

Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
Providing high quality technical, administrative and research support to the Advisers
Undertaking whole-of-market research as required, including investments, pensions and protection plans
Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
Liaising with the Regulatory & Technical team to ensure the advice is compliant
Be able to prioritise work in your queue by liaising with advisers on a regular basis
Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
Building strong and effective working relationships with other teams in the firm and third party product providers
Attending and contributing to meetings – both internal and external
Ensuring that all client records and data are maintained accurately and efficiently

What we offer

True hybrid working model
Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Company Pension scheme
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme

Fulltime

New

Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Ea...

Location

United Kingdom

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Have worked within a Financial Advisor/ Wealth management practice for at least 3 years
Knowledge of investments, pensions and protection products
Achieved or working towards Diploma level Financial Services qualifications

Job Responsibility

Provide Administration support to the Financial Advisor
Organising client files for meetings, preparation of valuations and product research
Submission of new business applications, monitoring through to completion
Ability to process Pension transfers and replacement business
Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
Prepare draft suitability reports for clients
Liaising with clients and professional bodies
Managing/updating business pipeline and all client files
Organising appointment diary and advisor meetings
General Administration duties

Fulltime

New

Paraplanner

Location

United Kingdom , Littlewick Green

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Diploma in Financial Planning
Demonstration of knowledge, interest and experience in personal 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

Job Responsibility

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing transfer analysis
Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
Participating in firm research projects, adhering to set deadlines, as and if required

What we offer

Competitive Salary and Benefits
hybrid working

Fulltime

Paraplanner

AFH Wealth Management is proud to be one of the UK’s leading independent financi...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Diploma in Financial Planning
Demonstration of knowledge, interest and experience in personal 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

Job Responsibility

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing transfer analysis
Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
Thorough research conducted where necessary and referring to Senior team members, where necessary
Participating in firm research projects, adhering to set deadlines, as and if required

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Paraplanner

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years in financial planning, wealth management
CFP® certification preferred
Series 65 or equivalent preferred
Expertise in investment strategies, financial planning, and compliance
Strong relationship-building skills with high-net-worth clients
Leadership experience with a mentorship mindset

Job Responsibility

Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
Mentor & Lead: Support junior advisors and contribute to a strong team culture
Grow the Business: Build relationships, secure referrals, and participate in networking events
Shape the Firm's Future: Collaborate with leadership on strategic growth initiatives

Fulltime

Paraplanner

Robert Half is partnering with a wealth management firm dedicated to helping hig...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management, financial services, or a client-facing advisory support role
Bachelor's degree in Finance, Business, Economics, or related field preferred
One or more of the following required: Series 65, Series 66, CFP®, CPA, or CFA
Strong understanding of financial planning principles and fiduciary standards
Proficiency with Microsoft Office
familiarity with tools such as eMoney, Orion, Practifi, or Schwab Advisor Center strongly preferred
Excellent communication skills with the ability to build trust and manage client relationships
Highly organized with strong attention to detail and ability to manage multiple priorities
Proactive, collaborative, and comfortable working in a fast-paced, team-oriented environment
Demonstrated growth mindset with a desire to develop into a lead advisor role over time

Job Responsibility

Prepare, update, and maintain comprehensive financial plans using planning software
Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions
Foster strong, trusted relationships with clients through consistent communication and responsiveness
Track client progress against financial plans and ensure timely updates and plan reviews
Coordinate account administration including onboarding, account maintenance, and investment-related service requests
Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance
Research and resolve account discrepancies and operational issues
Collaborate with internal specialists to ensure seamless client service delivery across teams
Identify opportunities to improve processes, efficiency, and overall client experience
Participate in ongoing training, education, and firm initiatives to support professional development

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan

Fulltime

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