Senior Paraplanner Job at IDEX Consulting Ltd (Birmingham)

Senior Paraplanner

Senior Paraplanner - AFH Wealth Management is proud to be one of the UK’s leadin...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reports
Experience in an IFA environment, demonstrating quality communication both written and verbal
A high level of accuracy and attention to detail in written/numerical skills
Good working knowledge of Microsoft Office application
Excellent standard of written and verbal communication skills, with the ability to demonstrate strong report-writing skills

Job Responsibility

Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex nature
Work with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessary
Ensure back-office systems are up to date with client information, provider contacts, case updates and documentation
Manage your diary effectively and proactively to ensure you adhere to SLA’s whilst ensuring the key performance metrics are met
Complete tax and other complex ad-hoc calculations for clients and advisers, as and when required
Support the training and onboarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approach
Adhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the business
Support the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emails
Develop a thorough understanding of the firm’s Advice Guidance, as and when delivered

What we offer

Flexible working & holidays
Social perks (annual Christmas and Summer parties)
Pension with Royal London and death-in-service benefit
Discretionary annual bonus
MediCash app with cashback on health initiatives, discounted health club memberships and free healthcare benefits
Professional development / tailored learning and development programmes
Shopping discounts and free online training courses

Fulltime

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

Paraplanner

Are you an experienced Paraplanner looking for your next career move? This is an...

Location

United Kingdom , Nottingham

Salary:

40000.00 - 45000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

September 05, 2026

Requirements

Diploma qualified (level 4) or working towards Chartered status
Solid paraplanning experience, with strong technical knowledge
Excellent report writing and research skills
Proactive, detail-oriented and confident working closely with advisers and clients

Job Responsibility

Working directly alongside Senior Financial Advisers
providing technical support
helping deliver outstanding client service
getting involved in complex cases covering investments, pensions, tax planning and protection

What we offer

Hybrid working, 1-2 days in office (Nottingham)
Attractive annual bonus
Generous annual leave/holiday trading (buy/sell)
Life insurance - 4x base salary
Private medical insurance - individual and family cover
Dental cover
Group income protection - 35% of salary
DIS

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

Regional Head – Client Services and Operations

Location

United Kingdom , Bristol

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

You have a strong grounding in financial planning processes and client servicing models within a regulated environment
You have significant experience leveraging MI and data to drive performance, insight and strategic decision-making
You're experienced working with operational systems and platforms
You have an excellent understanding of regulatory frameworks and their application within operations
Your highly skilled at AI, process simplification and driving continuous improvement to improve efficiency and service
You are a highly effective communicator with the ability to influence and engage senior stakeholders and teams
You have strong leadership presence, with a track record of coaching and developing high-performing teams
You have a strategic mindset, capable of shaping direction and translating strategy into execution
You are a resilient leader with experience navigating and driving organisational change
Your leadership style is collaborative, fostering collective success across the business

Job Responsibility

You will inspire, lead and develop a high-performing team of Paraplanners and Administrators
You will partner with Regional IFA leadership to deliver exceptional client outcomes
You'll support resolution of complex operational queries
You'll enjoy driving continuous improvement and efficiency across the region
You will ensure a strong compliance culture aligned to FCA standards

Junior Associate / Paraplanner

We are partnering with a boutique, fee‑based financial advisory practice that ma...

Location

United States , Matthews

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Familiarity with financial services office operations and terminology
Strong understanding of compliance fundamentals in an advisory setting
Highly organized with excellent attention to detail
Trustworthy, professional, and able to pass a background check
Comfortable speaking with clients in person and over the phone

Job Responsibility

Assist with routine trading and portfolio rebalancing in accordance with established asset allocation models
Research mutual funds and investment options using advisor-defined criteria
Evaluate portfolios for allocation drift, excess cash positions, and investments no longer meeting quality standards
Flag potential issues and consult with the Senior Advisor when something appears off
Support financial modeling and planning efforts using planning software
Assess opportunities to further integrate planning tools into client relationships
Help maintain consistency between investment strategy and client objectives
Participate in client meetings (in person or by phone) when appropriate
Develop a strong working knowledge of compliance standards in a regulated advisory environment
Ensure strict adherence to authorization and verification rules, especially regarding money movement

Fulltime

Senior IFA Administrator

An excellent opportunity has arisen for an experienced Senior IFA Administrator ...

Location

United Kingdom , Warwick

Salary:

32000.00 - 35000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 30, 2026

Requirements

Previous experience within an Independent Financial Adviser (IFA) environment is essential
Strong understanding of financial products, platforms, and regulatory requirements
High attention to detail, excellent organisational skills, and the ability to prioritise workloads effectively
Proficient in Microsoft Office and financial systems such as FE Analytics
Strong communication skills, both verbal and written
A proactive and client-focused approach

Job Responsibility

Processing new business applications across various providers and platforms
Preparing valuation reports and performance documentation ahead of client reviews
Producing review checklists and coordinating documentation for adviser meetings
Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports
Running risk profiler results and supporting fund research using FE Analytics
Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements
Processing fund switches directly with providers or via platforms and tracking progress
Preparing bi-annual valuation reports and post-review summaries for clients
Handling client withdrawal instructions and ensuring proper written consent and authentication procedures are followed
Maintaining ongoing client communication to keep them informed of progress

What we offer

Competitive salary up to £35,000
Bonus potential based on performance
Hybrid and flexible working options available
Free on-site parking
Company pension contribution
Supportive and collaborative office environment
Opportunities for training and career development

Fulltime

Junior Associate / Paraplanner

We are partnering with a boutique, fee‑based financial advisory practice that ma...

Location

United States , Matthews

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Familiarity with financial services office operations and terminology
Strong understanding of compliance fundamentals in an advisory setting
Highly organized with excellent attention to detail
Trustworthy, professional, and able to pass a background check
Comfortable speaking with clients in person and over the phone

Job Responsibility

Assist with routine trading and portfolio rebalancing in accordance with established asset allocation models
Research mutual funds and investment options using advisor-defined criteria
Evaluate portfolios for allocation drift, excess cash positions, investments no longer meeting quality standards
Flag potential issues and consult with the Senior Advisor
Support financial modeling and planning efforts using planning software
Assess opportunities to further integrate planning tools into client relationships
Help maintain consistency between investment strategy and client objectives
Participate in client meetings (in person or by phone) when appropriate
Develop a strong working knowledge of compliance standards in a regulated advisory environment
Ensure strict adherence to authorization and verification rules, especially regarding money movement

What we offer

medical, vision, dental, life and disability insurance
company 401(k) plan

Fulltime

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