Paraplanner

IDEX Consulting; Birmingham; Hybrid; GBP 32,000 - 42,000; Full time

Job summary

A leading wealth management firm is seeking a detail-oriented Paraplanner to support Financial Planners in creating tailored financial solutions. The role demands strong analytical skills and attention to detail, ensuring compliance and effective communication. Joining this progressive team offers opportunities for personal development and a collaborative work environment.

Benefits

Ongoing coaching and development

Collaborative and inclusive environment

Flexible working structure

Qualifications

• Proven experience in a paraplanning role within financial services.
• Strong written and verbal communication skills.
• Ability to prioritise and meet deadlines in a fast-paced environment.

Responsibilities

• Collaborate with Advisers to create compliant financial plans.
• Draft suitability reports and ensure accurate advice.
• Maintain high workflow standards and meet key deadlines.

Skills

Attention to detail

Communication

Analytical thinking

Education

CII level 4 diploma in regulated financial planning

Job description

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial goals.
As a Paraplanner, you'll play a key role in analysing client objectives and crafting tailored financial solutions that align with their needs. You'll be part of a collaborative, professional team that values precision, integrity and personal development.

The opportunity
You'll support Financial Planners and Advisers with the development of comprehensive financial plans and suitability reports. From analysing client objectives to liaising with administration teams, your work will ensure advice is accurate, timely and compliant.

Key responsibilities

• Collaborate closely with Advisers to create well-reasoned, compliant financial plans
• Analyse client needs and build appropriate recommendations across a range of financial planning scenarios
• Draft robust suitability reports and technical documentation
• Ensure the smooth progression of new and existing business cases
• Work with admin support to maintain high workflow standards and hit key deadlines
• Stay up to date with regulatory requirements and ensure full compliance with internal processes
• Contribute to a culture of conduct risk awareness and ethical advice standards

What you'll bring

Essential:

• CII level 4 diploma in regulated financial planning (or equivalent)
• Proven experience in a paraplanning role within financial services
• Strong written and verbal communication skills
• High level of accuracy and attention to detail
• Ability to prioritise and meet deadlines in a fast-paced environment

Desirable:

• Working towards CII level 6 or Chartered status

What's in it for you:

• Join a progressive, high-performing team committed to professional excellence
• Access ongoing coaching and development from supportive leadership
• Work with talented colleagues in a collaborative, inclusive environment
• Make a meaningful impact on clients' lives through trusted financial advice
• Enjoy flexibility and a hybrid working structure that respects work-life balance

If you're ready to take the next step in your paraplanning career and thrive in a professional and values-driven environment, we'd love to hear from you.
Apply today or get in touch for more information.

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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.