Job Category: Management/Consultant/Advisor

Job Source:

Job Summary

  • No. of Vacancy: N/A
  • Job Location: Witney , Oxfordshire
  • Employment Type: Full Time
  • Salary: £25,000 - £35,000 per annum
  • Gender: Any
  • Age Limit: N/A
  • Experience: N/A
  • Career level: Mid-Senior level
  • Posted On: Feb 23, 2019
  • Application Deadline: Mar 25, 2019

Job Description/Responsibility

  • A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Junior Paraplanner to their team in Witney.

    You will be responsible for the providing technical support to the team of Financial Planners who are well qualified, producing high quality reports, recommendations and product research will be key drivers of the role.

    Main duties and responsibilities:

    • Research market for Consultants on a case by case basis to determine and deliver the most appropriate solution(s) and provider(s)
    • Construct suitability reports for Consultants
    • Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
    • To provide all support material for client recommendation including illustrations
    • To provide technical support and back up to the Consultant
    • Liaise effectively with clients, product providers, associations and other departments
    • All of the above in a compliant manner as set down by the group and the regulator's procedures
    • Answering the telephone in a polite manner
    • Assisting Consultants as required
    • Undertaking any other reasonable duties as requested
    • Collating information from existing investment portfolios
    • Prioritising personal workload
    • Liaising with internal and external administration teams
    • Preparation of annual client reviews
    • Maintaining compliant client files

    The individual they are looking to appoint must have experience of working within an IFA environment. You will be Diploma/Level 4 qualified or working towards this.

    As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses.

    Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.

Experience Requirements

  • N/A

Education Requirements

  • N/A

Skills Requirements

  • N/A


  • N/A

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About the Company

Company Name: IDEX Consulting Ltd.
Address: The Colmore Building 20 Colmore Circus, Queensway Birmingham B4 6AT, , UNITED KINGDOM

Company Profile: IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy specialising in the General Insurance, Financial Services and Legal sectors. We pride ourselves on professionalism, service and delivery; enhancing lives and businesses through a consultative approach to career and talent management. Our mission is to continually offer a quality and personal service based on our values: Trust, Pride and being a Solutions Led innovator. A key differentiator for us is that we do not target our staff on activity; we focus on results. The priority for us is to place the right person in the right job. We encourage this way of working in order to identify the correct solution for a client or candidate, not a quick win outcome.

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