Paraplanner

IDEX Consulting Ltd; Leeds; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Job summary

IDEX Consulting Ltd is seeking an experienced Paraplanner to support Financial Planners within a growing team. You will deliver high-quality technical analysis, research and well-structured suitability reports across multiple advisory areas.

The role offers hybrid working after an initial month of onboarding, a collaborative culture, and ongoing professional development toward further qualifications, with clear career progression in a growing wealth management business.

Qualifications

• At least 3 years' experience as a Paraplanner or similar technical financial planning role.
• Strong technical knowledge across the full range of Financial Planning.
• CII Level 4 Diploma or actively studying towards completion.
• Experience with Intelligent Office, Voyant and FE Analytics is advantageous.
• Good understanding of FCA regulations, including Consumer Duty.
• Excellent analytical, report writing and communication skills.
• Meticulous with strong organisational and prioritisation abilities.

Responsibilities

• Provide high-quality technical support to Financial Planners and clients.
• Undertake detailed financial planning research and analysis.
• Produce compliant, well-structured suitability reports across a broad range of advice areas.
• Support ongoing professional development within a collaborative team environment.

Skills

Analytical skills

Report writing

Communication skills

Organisational skills

Education

CII Level 4 Diploma

Studying towards Diploma

Tools

Intelligent Office

Voyant

FE Analytics

Job description

An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing Financial Planning team.

With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients.

The Opportunity

You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis, and producing compliant, well-structured suitability reports across a broad range of advice areas.

This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment.

What You'll Need

• At least 3 years' experience working as a Paraplanner (or in a similar technical financial planning role).
• Strong technical knowledge across all areas of Financial Planning.
• CII Level 4 Diploma qualified, or actively studying towards completion.
• Experience using financial planning software such as Intelligent Office, Voyant and FE Analytics would be advantageous.
• Good understanding of FCA regulations, including Consumer Duty.
• Excellent analytical, report writing and communication skills.
• A meticulous approach with strong organisational and prioritisation abilities.

What's on Offer

• Hybrid working following an initial 1 month introduction/training setup.
• Supportive and collaborative team culture.
• Ongoing professional development and support towards further qualifications.
• Genuine long-term career progression within a successful and growing financial planning business.