Paraplanner

An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team.

With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients.

The Opportunity
You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis and producing compliant, well-structured suitability reports across a broad range of advice areas.
This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment.

What You'll Need

• Previous experience working as a Paraplanner (or in a similar technical financial planning role)
• Strong technical knowledge across all areas of financial planning
• CII level 4 Diploma qualified, or actively studying towards completion
• Experience using financial planning software such as Intelligent Office, Voyant and FE Analytics would be advantageous
• Good understanding of FCA regulations, including Consumer Duty
• Excellent analytical, report writing and communication skills
• A meticulous approach with strong organisational and prioritisation abilities

What's on Offer

• Hybrid working following an initial 1 month introduction/training setup
• Supportive and collaborative team culture
• Ongoing professional development and support towards further qualifications
• Genuine long-term career progression within a successful and growing financial planning business

If you're a Paraplanner looking to join a business where your technical expertise will be recognised and your career can continue to develop, I'd be delighted to discuss the opportunity in confidence.

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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.