A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity. The primary duties for this role includes research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.This role offers full flexibility to work from home or from offices in central Birmingham.Accountabilities: Prepare suitability reports across a wide range of financial planning and investment solutionsCarry out technical researchKeep client records updatedWork closely with the Financial Planner to ensure the correct client centric outcomeAttend client meetings supporting financial plannersResponsible for managing process, tasks and complying with FCA guidelinesContinue to develop industry knowledgeKnowledge and Attributes:Diploma level 4 or above is essentialExperience gained as a Paraplanner or in a similar type of roleReport writing skillsSkills in carrying out researchExcellent attention to detailAble to multitask and prioritise effectivelyExcellent communication skill and stakeholder management skillsTeam player with a hands-on motivated approachThis role comes with an excellent salary and benefits package. Remote working or hybrid working available.

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