My client is currently looking for an experienced Paraplanner in Manchester to work closely with their Financial Advisers and client support teams by researching, analysing market trends and writing reports.

Supported by an experienced paraplanning management team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.

Your day-to-day role

• Conducting research on clients' financial planning arrangements, both existing and recommended, to ensure that the client's needs and objectives are met
• Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk
• Compiling investment, pension and protection illustrations, projections and associated documentation
• Writing technical and accurate suitability reports and client service agreement letters

What you will need

• Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning
• Experience in a paraplanning role is essential
• Teamwork and collaboration are vitally important within this role
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail

What's in it for you?

• 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 your individual needs
• The option to buy additional holiday days
• Cycle to work scheme
• Two paid volunteering days each year, to support your local community
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities

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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.