IDEX Consulting Ltd
Associate Financial Planner (Paraplanner)
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Could your paraplanning expertise be the bridge to a client-facing financial planning career?
This is an excellent opportunity in Alderley Edge for an experienced Senior Paraplanner or Associate Financial Planner who is looking to take greater ownership of client relationships and develop their career within a highly technical financial planning environment.
This is an excellent opportunity for an experienced Senior Paraplanner or Associate Financial Planner who is looking to take greater ownership of client relationships and develop their career within a highly technical financial planning environment.
The Role
- Provide high-quality technical support to the Financial Planner before, during and after client meetings.
- Take responsibility for managing client relationships between annual planning meetings, building strong and lasting relationships through excellent service.
- Prepare thoroughly for client meetings, including researching planning opportunities and producing considered meeting agendas.
- Attend client meetings, taking detailed notes and providing technical input where required.
- Produce high-quality meeting minutes and manage all agreed follow-up actions.
- Prepare clear, compliant and client-friendly Suitability Reports and Investment Progress Reports.
- Maintain accurate and up-to-date client records, financial plans and cashflow information.
- Deal directly with client queries and issues where Advisor involvement is not required, liaising with other professional advisers when appropriate.
- Maintain a holistic understanding of each client's circumstances and ensure their financial plan continues to make sense as their needs evolve.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Person
- An experienced Senior Paraplanner or Associate Financial Planner with strong technical knowledge across a broad range of financial planning areas.
- Someone who can demonstrate ownership and independence, with the ability to manage and prioritise their own workload.
- Strong financial planning and cashflow modelling experience; Voyant experience would be particularly beneficial.
- Highly organised, analytical and detail-focused, with excellent written and verbal communication skills.
- Confident dealing directly with clients and able to build trust and inspire confidence.
- A proactive, solutions-focused team player who is genuinely looking to develop a long-term career within financial planning.
- Ideally holding, or working towards, a Level 6 financial planning qualification.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
This is a great opportunity for someone who wants to move beyond a purely technical paraplanning position and play a more active role in client relationships and the delivery of holistic financial planning.
Offering a basic salary up to £53,000 plus benefits, dependent on experience, qualifications.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills