Paraplanner

IDEX Consulting; Blackburn; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm in Blackburn seeks a proactive Paraplanner to support Advisers and clients in wealth management. The ideal candidate will have a Level 4 qualification (or close) and a strong commitment to client service, with a passion for teamwork. This role offers hybrid working and comprehensive exam support.

Benefits

Hybrid working

Full exam support

Qualifications

• Willing to take an active role in a team environment.
• Passion for providing great client service.
• Ability to communicate effectively at all levels.
• Proactive and organized, able to handle pressure.

Responsibilities

• Support Advisers in wealth management processes.
• Research products and prepare reports for clients.
• Assist in maintaining compliance systems and controls.
• Engage in business development initiatives.

Skills

Client service orientation

Communication skills

Organizational skills

Initiative

Education

Level 4 qualified (or close to completion)

Job description

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting Advisers and clients. The company offers hybrid working and full exam support.

As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our Advisers to help business owners, professionals and retirees navigate their financial futures.

The Role

• To work as part of the wealth management team providing an excellent service to their clients
• Support our Advisers in helping clients, many of whom are business owner Managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
• Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports
• Assist the Compliance Officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
• Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies

The Candidate

• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole
• Passionate about providing great client service
• Great at communicating with people at all levels - face to face and in writing
• Positive and good at using your initiative
• Organised and good at working under pressure
• Motivated and well organised
• Level 4 qualified (or close to completion)

For more information please contact me on 07896 933622 or email [e-mail]

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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.