Paraplanner

IDEX Consulting; Cambridge; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Life assurance

Employee assistance programme

Flexible benefits package

Cycle to work scheme

Paid volunteering days

30 days holiday?

Funded professional qualifications and

Study support

Holiday purchase scheme

Job summary

IDEX Consulting in the United Kingdom seeks an experienced Paraplanner to join our established technical team. You will support Financial Advisers with detailed research, analysis and high‑quality report writing to ensure compliant financial planning recommendations for a diverse client base.

Key duties include researching existing and proposed arrangements, analysing portfolios, preparing illustrations and documentation, and producing suitable recommendations.

Qualifications

• Experience in a paraplanning role.
• Progress towards the level 4 Diploma in Regulated Financial Planning with several exams completed.
• Strong technical knowledge across pensions, investments and protection products.
• Excellent report-writing skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative approach and willingness to support colleagues when required.

Responsibilities

• Conducting research on existing and proposed financial planning arrangements.
• Analysing investment portfolios, including asset allocation and risk profiling.
• Preparing pension, investment and protection illustrations, projections and supporting documentation.
• Producing clear, accurate and technically robust suitability reports.
• Assisting with annual client reviews and ongoing financial planning requirements.
• Ensuring all client files and recommendations meet FCA regulations and internal compliance standards.
• Working collaboratively with Advisers and colleagues to deliver excellent client outcomes.

Skills

Report-writing

Technical knowledge

Education

Diploma in Regulated Financial Planning (level 4)

Job description

Our client is a highly respected national financial planning firm with a strong reputation for delivering independent financial advice to private clients across the UK. Due to continued growth, they are looking to appoint an experienced Paraplanner to join their established technical team.

Working closely with Financial Advisers and client support teams, you will play a key role in researching, analysing and preparing high-quality financial planning recommendations for a diverse client base. This is an excellent opportunity to join a business that actively supports professional development and offers clear career progression pathways.

The Role

As a Paraplanner, you will be responsible for supporting Advisers through detailed research, technical analysis and report writing, ensuring clients receive suitable and compliant financial planning recommendations.

Key responsibilities include:

• Conducting research on existing and proposed financial planning arrangements
• Analysing investment portfolios, including asset allocation and risk profiling
• Preparing pension, investment and protection illustrations, projections and supporting documentation
• Producing clear, accurate and technically robust suitability reports
• Assisting with annual client reviews and ongoing financial planning requirements
• Ensuring all client files and recommendations meet FCA regulations and internal compliance standards
• Working collaboratively with Advisers and colleagues to deliver excellent client outcomes

About You

To be considered for this opportunity, applicants should have:

• Previous experience in a paraplanning role
• Progress towards the level 4 Diploma in Regulated Financial Planning (or equivalent), with several exams already completed
• Strong technical knowledge across pensions, investments and protection products
• Excellent report-writing skills and attention to detail
• The ability to manage multiple priorities in a fast-paced environment
• A collaborative approach and willingness to support colleagues when required

What's on Offer?

Our client offers an attractive package designed to support both your professional and personal development, including:

• Competitive salary and annual bonus opportunity
• 25 days holiday plus bank holidays
• Additional birthday leave
• Funded professional qualifications and study support
• Clear progression pathways within financial planning and paraplanning
• Life assurance
• Employee assistance programme
• Flexible benefits package
• Holiday purchase scheme
• Cycle to work scheme
• Paid volunteering days
• Regular social, charity and company events

If you are an ambitious Paraplanner looking to join a well-established and supportive organisation where your technical expertise will be valued and developed, we'd love to hear from you.

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.