Hybrid Paraplanner — Strategic Financial Planning

IDEX Consulting Ltd; Leeds; Hybrid; GBP 34,000 - 48,000; Full time

Benefits offered by this job

Hybrid after training

Supportive team culture

Professional development

Long-term career progression

Job summary

IDEX Consulting Ltd. is seeking an experienced Paraplanner to join its growing Financial Planning team. You will support Financial Planners with high-quality technical analysis and detailed research to deliver compliant suitability reports across a wide range of advice areas.

The role offers hybrid working after a 1-month introduction/training, with a collaborative team culture and ongoing professional development to support further qualifications and long-term career progression.

Qualifications

• Paraplanner with at least 3 years' experience.
• Strong technical knowledge across all areas of Financial Planning.
• CII Level 4 Diploma or actively studying towards completion.
• Experience with Intelligent Office, Voyant and FE Analytics is advantageous.
• Good understanding of FCA regulations, including Consumer Duty.
• Excellent analytical, report writing and communication skills.
• Meticulous with strong organisational and prioritisation abilities.

Responsibilities

• Provide high-quality technical support to Financial Planners.
• Undertake detailed financial planning research and analysis.
• Produce compliant, well-structured suitability reports across a broad range of advice areas.
• Collaborate with the team to deliver outstanding client outcomes.

Skills

Paraplanner experience

Strong technical knowledge

CII Level 4 Diploma

Analytical skills

Report writing

Communication skills

Attention to detail

Organisational skills

Prioritisation abilities

Education

CII Level 4 Diploma

Tools

Intelligent Office

Voyant

FE Analytics

Job description

IDEX Consulting Ltd. is seeking an experienced Paraplanner to join its growing Financial Planning team. You will support Financial Planners with high-quality technical analysis and detailed research to deliver compliant suitability reports across a wide range of advice areas.

The role offers hybrid working after a 1-month introduction/training, with a collaborative team culture and ongoing professional development to support further qualifications and long-term career progression.