Paraplanner

IDEX Consulting; Warwick; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to join their innovative team in Warwick. This hybrid role offers an engaging work environment that emphasizes career growth and expertise. You'll be responsible for supporting Financial Advisers by preparing detailed reports, conducting thorough research, and ensuring compliance with regulations. With a competitive salary of up to £45k and an excellent benefits package, this opportunity is perfect for those who are passionate about delivering top-quality service and want to thrive in a supportive culture that values its people. If you're ready to take the next step in your career, this role is for you!

Benefits

Pension

Wellbeing Perks

Regular Social Events

Career Progression Opportunities

Qualifications

• Experience as a Paraplanner in a Wealth Management or IFA firm.
• Strong knowledge of financial products and compliance.

Responsibilities

• Prepare detailed suitability reports and recommendations for Financial Advisers.
• Conduct research and analysis to support financial planning strategies.

Skills

Analytical Skills

Report Writing

Organizational Skills

Knowledge of Investments

Knowledge of Pensions

Knowledge of Tax-efficient Solutions

Education

Diploma in Regulated Financial Planning (Level 4)

Tools

Financial Planning Systems

Job description

Are you an experienced Paraplanner looking to join a forward-thinking company that values expertise, innovation, and career growth?
We're searching for a dedicated and detail-focused Paraplanner to join our team in Warwick. This hybrid role offers a competitive salary of up to £45k, along with an excellent benefits package, clear career progression, and a supportive, collaborative working environment.

What You'll Be Doing:

1. Supporting Financial Advisers by preparing detailed suitability reports and recommendations.
2. Conducting in-depth research and analysis to support financial planning strategies.
3. Ensuring compliance with industry regulations and internal processes.
4. Managing and maintaining accurate client records within financial planning systems.
5. Liaising with clients, providers, and colleagues to deliver a seamless service.
6. Staying updated on market trends and financial products to enhance client outcomes.

What We're Looking For:

1. Previous experience as a Paraplanner within a Wealth Management or IFA firm.
2. Diploma in Regulated Financial Planning (Level 4) or working towards it.
3. Strong knowledge of investments, pensions, and tax-efficient solutions.
4. Excellent analytical, report-writing, and organisational skills.
5. A proactive and adaptable mindset, with a passion for delivering top-quality service.

Why Join Us?

1. Hybrid working - enjoy a blend of office and home-based flexibility.
2. Career progression - structured development opportunities and support for qualifications.
3. Great benefits package - including pension, wellbeing perks, and regular social events.
4. A forward-thinking, supportive culture - work in an environment that encourages innovation and growth.

If you're looking for an exciting new opportunity with a company that truly values its people, we'd love to hear from you!

Apply today or get in touch for more details.