My client is currently looking for a Paraplanning Team Leader to join their team in Liverpool.
The Role
- Acting as team leader and people manager within our paraplanning team
- Providing leadership, mentorship and technical support
- Ensuring adequate training is provided where required
- Maintaining output to a high standard and within agreed timescales
- Providing support to our firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with advisers as appropriate
- Dealing with client queries in an efficient and timely manner
- Making sure any updates and reports are issued to clients in a timely manner
- Reviewing client investment portfolios, asset allocations, risk profiles etc. when requested
- Preparing recommendations, including: Identifying and discussing areas with the adviser; Undertaking relevant research, preparing documentation to the reviewed by the adviser and preparing draft suitability reports
- Implementing recommendations, including: Preparing suitability reports, completing applications / proposal forms
About you
- Diploma in Regulated Financial Planning (CII) or equivalent
- Having a positive attitude at all times
- Good written /oral communication skills
- The ability to take on and understand the environment we operate it, and the issues this raises
- General IT skills
- Ability to compile reports
You may also;
- Be working towards or have achieved chartered status
- Have experience of managing a small team
- Have practical experience with cashflow forecasting (ideally Voyant)
- Be competent user of Microsoft office
The Benefits
- Flexible working hours (2 days a week in the office)
- 26 days holiday per annum (including your birthday as a paid holiday) in addition to the eight public bank holidays
- Enhanced company pension scheme, maternity and adoption leave
- An Extended Time Abroad perk, giving you the ability to work abroad for up to four weeks a year, extending that much-earned trip away with your loved ones
- Family-friendly policies
- Ongoing development through their own academy plus study support towards a wide range of professional qualifications
- Access to a health care cash plan with Medicash
- Access to high street and online discount and cashback scheme
For more information please contact Graeme Hyland on or email
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.