Paraplanner

IDEX Consulting Ltd; East Midlands; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A financial services firm in the East Midlands is looking for a Paraplanner to support Financial Advisers. The role involves reviewing client information, developing financial solutions, and producing client documentation. Ideal candidates will have strong analytical skills and an understanding of financial regulations. This position offers a salary up to GBP45,000 plus benefits, flexible hours, and opportunities for career progression.

Benefits

Salary up to GBP45,000

25 days holiday plus bank holidays

Flexible benefits

Company pension scheme

Cycle-to-work scheme

Support for further qualifications

Qualifications

• Strong understanding of financial regulations and planning process.
• Excellent analytical skills with attention to detail.
• Good communication skills for collaboration.

Responsibilities

• Review and analyse client information for full financial understanding.
• Work with Advisers to develop tailored financial solutions.
• Research products and create professional client documents.

Skills

Strong understanding of the financial planning process and industry regulations

Excellent analytical skills

Good communication skills

Knowledge of pensions, investments, retirement and tax planning

Strong IT skills, including MS Office

Education

Level 4 Diploma in Regulated Financial Planning (DipPFS)

Tools

Financial planning tools

Job description

Are you a detail-driven problem solver who thrives on research, analysis and bringing clarity to complex financial plans? We're looking for a Paraplanner to join our growing team, providing vital support to Financial Advisers and helping clients achieve their financial goals. This is a fantastic opportunity for someone who enjoys digging into the details, thrives on structure and process and wants to be a key part of delivering exceptional financial planning.

What you'll do

• Review and analyse client information to build a full picture of their financial circumstances
• Work closely with Advisers to identify opportunities, assess suitability and develop tailored financial solutions
• Research products and solutions across the market, using cashflow modelling, cost comparison tools and in-house systems
• Produce clear, professional client-facing documents including suitability reports and annual reviews
• Ensure all client files are accurate and compliant, maintaining a clear audit trail
• Support team members and help develop Trainee Paraplanners
• Maintain your own professional development, working towards or holding the level 4 Diploma in Regulated Financial Planning (DipPFS)

What we're looking for

• Strong understanding of the financial planning process and industry regulations
• Excellent analytical skills, attention to detail and a methodical approach
• Good communication skills, with the ability to work collaboratively with Advisers and colleagues
• Knowledge of pensions, investments, retirement and tax planning
• Strong IT skills, including MS Office and familiarity with financial planning tools
• Ideally working towards or already holding the level 4 Diploma in Regulated Financial Planning

What's in it for you

• Salary up to GBP45,000 plus a competitive benefits package
• 25 days holiday plus bank holidays, your birthday off and the option to buy more
• Flexible benefits and enhanced family-friendly policies
• Company pension scheme and death-in-service cover
• Cycle-to-work scheme
• Opportunities for progression and support with further qualifications
• Hybrid working, flexibility to balance home and office

If you're ready to use your expertise to make a real impact while developing your career in financial planning, we'd love to hear from you. Apply now and take the next step in your paraplanning career.

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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.