A national IFA practice are now looking to grow their paraplanning team and are looking to hire a Paraplanner into their Stockport office.This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not be limited to:

Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreedUndertake quotes using relevant in-house platforms or request quotes from external providersUndertake the necessary research and analysisCompile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotelyDiscuss the reports with the Financial Adviser, amending as necessaryInstruct the IFA Administrator to proceed with preparation of the pack for the clientPre-populate client application forms ready for the Financial Adviser to discuss with the clientRecord, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the teamReport obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managedEnsure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessenedSupport the treating your customers fairly (TCF) initiative For you to be a successful candidate:

Financial Planning Diploma qualified (or equivalent professional qualification)Demonstrable paraplanning experienceExperience of, or understanding and a willingness to work with a centralised investment propositionProven ability to work with templated suitability reportsExperience of including additional bespoke explanations for recommendations made outside of the standard templateThe ability to prioritise and juggle workloadExcellent communication skills, both written and verbalAttention to detail.Client confidentialityKnowledge of Microsoft Office software applications Benefits:

Salary up to GBP38k2 days home 3 in the officeLearning support and will pay for qualificationsStudy groups5% pension4x DISPMICritical illness coverGroup protection For more information please contact Graeme Hyland on .

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.

Our Diversity, Equity and Inclusion Mission

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.