Paraplanner

IDEX Consulting; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a detail-driven Paraplanner to join their expert team in London. This role involves supporting Independent Financial Advisers (IFAs) by conducting thorough research and analysis to shape financial strategies that impact clients' lives. The ideal candidate will have a strong analytical mindset, a commitment to excellence, and a passion for delivering independent financial advice. You'll collaborate with a dynamic team, ensuring compliance with regulations while continuously developing your technical skills. If you thrive in a fast-paced environment and are dedicated to client success, this opportunity is perfect for you.

Qualifications

• Several financial planning qualifications and a commitment to achieving a Diploma in Regulated Financial Planning.
• At least two years of experience as a Paraplanner.

Responsibilities

• Conduct in-depth research on financial arrangements to meet client needs.
• Prepare investment, pension, and protection illustrations and reports.

Skills

Analytical Skills

Attention to Detail

Collaboration

Financial Planning Knowledge

Technical Writing

Education

Diploma in Regulated Financial Planning

Financial Planning (R0) Qualifications

Job description

Are you a detail-driven Paraplanner with a passion for supporting IFA's to deliver exceptional financial advice? Do you thrive in a collaborative and fast-paced environment? If so we're looking for an experienced Paraplanner to join an expert team in London.

About the Role
As a Paraplanner, you'll be an integral part of the financial advice process, working closely with the advisers and client support teams to provide thorough research, market analysis, and detailed reports. You'll help shape financial strategies that truly impact clients' lives, ensuring they receive expert advice tailored to their needs. Supported by our experienced paraplanning management and development team, you'll have the opportunity to handle a diverse range of client cases with varying complexity, helping you continuously develop your technical skills and expertise.

What We're Looking For
We value technical knowledge and a sharp analytical mind. To be successful in this role, you'll need:

• Qualifications: Several completed financial planning (R0) qualifications and a commitment to achieving your Diploma in Regulated Financial Planning.
• Experience: At least two years working as a Paraplanner.
• Collaboration: A true team player who steps up when urgent tasks arise and supports colleagues through complex reports.
• Attention to Detail: The ability to work efficiently in a fast-paced environment while maintaining accuracy.
• Passion for Excellence: A commitment to delivering the best independent financial research and advice for our clients.

What You'll Be Doing

• Conducting in-depth research on financial arrangements to ensure client needs and objectives are met.
• Analysing investment portfolios, including asset allocation based on client risk profiles.
• Preparing investment, pension, and protection illustrations, projections, and reports.
• Writing technical yet clear suitability reports and client service agreement letters.
• Ensuring all client files are compliant with FCA regulations and internal policies.

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.