Paraplanner

IDEX Consulting Ltd; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

IDEX Consulting Ltd in London is seeking an experienced Paraplanner to support a private client portfolio within a respected wealth management firm. You will work alongside Wealth Managers to deliver technically robust financial planning for high-net-worth clients.

The role emphasizes detailed research, accurate reporting and proactive contribution to client outcomes, with opportunities for professional development in regulatory changes and best practice.

Qualifications

• Proven paraplanning experience within wealth management, financial planning or private banking.
• Strong technical knowledge of financial planning products, investment structures and UK legislation.
• Excellent analytical, research and problem-solving skills.

Responsibilities

• Preparing detailed suitability reports, annual review documentation and financial planning recommendations.
• Providing technical support across a broad range of wealth planning products, tax wrappers and investment solutions.
• Undertaking technical research and analysis to support complex UK and international client requirements.
• Producing cash flow forecasts and financial planning illustrations.
• Reviewing client risk profiles and ensuring recommendations are appropriate and fully documented.
• Attending client meetings where required, providing technical input and coordinating follow-up actions.

Skills

Paraplanning experience

Job description

An excellent opportunity has arisen for an experienced Paraplanner to join a highly regarded wealth and investment management firm in London.

Our client specialises in providing sophisticated wealth planning and investment solutions to high-net-worth individuals and families, with a minimum client investment level of £1 million.

Working alongside experienced Wealth Managers and Private Client professionals, you will play a key role in delivering tailored, technically robust financial planning solutions to a discerning client base.

This is an opportunity to join a business where technical expertise, attention to detail and exceptional client service are genuinely valued.

The Role

As a Paraplanner, you will take responsibility for supporting a dedicated portfolio of private clients, working closely with Wealth Managers to ensure the delivery of comprehensive, compliant and highly personalised financial advice.

Your responsibilities will include:

Wealth Planning & Technical Support

• Preparing detailed suitability reports, annual review documentation and financial planning recommendations.
• Providing technical support across a broad range of wealth planning products, tax wrappers and investment solutions.
• Undertaking technical research and analysis to support complex UK and international client requirements.
• Producing cash flow forecasts and financial planning illustrations.
• Reviewing client risk profiles and ensuring recommendations are appropriate and fully documented.
• Working closely with Wealth Managers to develop tailored solutions that deliver positive client outcomes.
• Attending client meetings where required, providing technical input and coordinating follow-up actions.

Private Client Management

• Building and maintaining professional relationships with high-net-worth clients.
• Supporting clients throughout the onboarding process, ensuring a seamless and professional experience.
• Liaising with internal teams, custodians and external providers to facilitate asset transfers and account arrangements.
• Providing timely updates to clients and Wealth Managers, ensuring consistently high standards of service.
• Supporting the management of complex client accounts and ongoing wealth planning requirements.

Business Support & Development

• Maintaining accurate client records and ensuring all advice meets regulatory and internal compliance standards.
• Supporting improvements to internal processes and paraplanning procedures.
• Contributing to wider business initiatives and projects.
• Keeping up to date with regulatory developments, financial planning legislation and industry best practice.
• Continuing professional development through qualifications, training and industry events.

About You

We are looking for an experienced, technically capable Paraplanner who enjoys working in a high-quality, client-focused wealth management environment.

The successful candidate will demonstrate:

• Proven paraplanning experience within wealth management, financial planning or private banking.
• Strong technical knowledge of financial planning products, investment structures and relevant UK legislation.
• Experience producing high-quality suitability reports and supporting complex financial planning recommendations.
• Excellent analytical, research and problem-solving skills.
• Exceptional attention to detail and the ability to manage competing priorities.
• Strong communication skills and the confidence to engage with Wealth Managers, senior stakeholders and high-net-worth clients.
• A proactive, collaborative approach and a commitment to delivering outstanding client outcomes.
• A high degree of professionalism, discretion and integrity.
• Experience supporting high-net-worth or international clients would be particularly advantageous.