Paraplanner

IDEX Consulting; Lancashire; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Pension: up to 7.5% employer matching

Private medical insurance

Life assurance: 4x annual salary

25 days holiday + bank holidays

Share incentive plan

Job summary

IDEX Consulting is seeking a Paraplanner to join the team in Blackpool. The role involves paraplanning support for Planners, researching client scenarios, and preparing suitability reports to back up financial recommendations.

You will handle onboarding paperwork, arrange meetings, and act as a first point of contact for clients while maintaining compliance and thorough documentation.

Qualifications

• Previous experience in a Paraplanner or Trainee Paraplanner role.
• Commitment to achieve RQF level 4 Diploma in Regulated Financial Planning within a reasonable timeframe, with subsequent commitment to Advanced Diploma and Chartered status.

Responsibilities

• Undertake paraplanning activity for the Planners on the team and in exceptional circumstances support the wider paraplanning team.
• Conduct research to enable suitable solutions meeting clients' needs and objectives.
• Prepare suitability reports and letters to support planners' recommendations.
• Prepare and submit new account paperwork for client onboarding.
• Arrange client meetings, valuations and manage Wealth Planners' diaries.
• Be the first contact point for clients and escalate complex queries to the Planner.

Skills

Paraplanner experience

Research skills

Cash-flow modelling

Suitability reports drafting

Client communication

Education

RQF level 4 Diploma in Regulated Financial Planning

Advanced Diploma in Financial Planning

CII Chartered status (level 6)

Tools

Microsoft Office

Job description

My client is currently looking for a Paraplanner to join their business in Blackpool.

• Undertake paraplanning activity for the Planners on the team and in exceptional circumstances, provide support to the wider paraplanning team
• Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner, known information for clients in the on-going advice service and existing products/services the client has, to enable a suitable solution to be recommended to meet the client's needs and objectives with a good outcome
• Undertake accurate calculations and cash-flow modelling where needed to support recommendations
• Prepare suitability reports and letters for the Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances
• Ensure that drafted suitability reports and other communications are clear, fair and not misleading
• Draft and co-ordinate technical documents and research for client presentation
• When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Planner for them to discuss with the client
• Prepare and submit new account paperwork for client onboarding
• Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries
• Complete any required post meeting actions and minutes
• Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances
• Prepare letters of authority for signing
• Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client within business agreed timeframes and with accuracy
• Deal with finance queries including invoices, billing, WIP, commissions, etc.

Experience needed

• Previous experienced in a Paraplanner or Trainee Paraplanner role
• Commitment to achieve RQF level 4 Diploma in Regulated Financial Planning within reasonable timeframe, with subsequent commitment to achieve Advanced Diploma in Financial Planning and CII Chartered status (level 6)

Extensive Benefits Package Includes:

• Pension: up to 7.5% employer matching (4.5% employee minimum contribution)
• Private medical insurance: cover for employee, spouse/partner and children via Vitality from day one
• Medical cash plan: dental, eye care, physiotherapy and more via Simply Health
• Life assurance: 4x annual salary (from start date)
• 25 days holiday, increasing with tenure (+ bank holidays)
• Share incentive plan: company matched shares (after 6 months)
• Electric car scheme, cycle to work and interest-free season ticket loan
• Enhanced maternity & paternity leave
• Wellness days, flu jabs, eye care vouchers
• Microsoft Office for home use
• Hybrid working after probationary period
• Discounts on the company's own investment services

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.