Paraplanner

IDEX Consulting Ltd.; Wendover; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Pension scheme

25 days holiday

Additional holidays up to 30 days

EV salary sacrifice

Family-friendly policies

Cycle to work

Flexible benefits package

Job summary

IDEX Consulting Ltd. in Wendover (South East hub) is seeking a detail-oriented Paraplanner to support our Financial Advisers with high-quality wealth management solutions and bespoke financial advice.

You will analyse client data, conduct technical market research and prepare comprehensive reports for suitability and recommendations, while maintaining precise records and delivering professional, client-focused service.

Qualifications

• Diploma in Regulated Financial Planning (Level 4 DipFA/DipPFS) or actively pursuing it.
• Proven paraplanner experience within an IFA or wealth management environment.
• Strong analytical ability to interpret complex financial data.
• Excellent communication to build relationships with advisers and clients.
• Methodical approach to problem solving.

Responsibilities

• Report writing: preparing suitable, accurate, professional suitability reports.
• Technical analysis: analysing client data, valuations and building tailored recommendations.
• Client interaction: communicating with clients over the phone and in person.
• Case management: handling complex cases and end-to-end administration.
• System support: maintaining records and updating internal systems.

Skills

DipFA/DipPFS

Paraplanner experience

Analytical mindset

Problem solving

Communication

Education

DipFA/DipPFS or equivalent

Job description

About Us

We are one of the UK's largest and most trusted wealth management and Chartered financial planning houses, managing billions in client investment funds across nationwide locations. As a rapidly growing organization, we pride ourselves on delivering market-leading independent financial advice while putting our clients at the center of everything we do. We are seeking a detail-oriented and proactive Paraplanner to join our professional team at our South East hub in Wendover. This role offers an exceptional opportunity for an ambitious professional with a passion for financial planning to scale their career within a highly supportive, progressive environment.

The Role

In this position, you will work closely with our Financial Advisers to deliver comprehensive, high-quality wealth management solutions. You will be responsible for analysing client data, conducting technical market research and preparing the complex reports required to articulate bespoke financial advice.

Key Responsibilities

• Report writing: researching and creating compelling, accurate and professional suitability reports to clearly articulate advice


• Technical analysis: analysing client data, reviewing valuations, obtaining quotations and building tailored recommendations


• Client interaction: dealing with clients confidently both over the telephone and face-to-face


• Case management: handling complex cases and managing end-to-end administration to ensure seamless service delivery


• System support: maintaining accurate records, updating internal systems and providing complete administrative support to Financial Advisers

Skills and Qualifications

• Qualifications: Diploma in Regulated Financial Planning (level 4 DipFA/DipPFS) or actively working towards it


• Experience: proven experience working in a Paraplanner capacity within an IFA or wealth management environment


• Analytical mindset: strong technical proficiency with the ability to critically analyse complex financial data


• Problem solving: excellent decision-making skills and a methodical approach to problem-solving


• Communication: exceptional interpersonal skills to build strong relationships with stakeholders and clients alike

What We Offer

We believe in investing heavily in our people and offer clear career pathways, including structured progression toward Senior Paraplanner roles, alongside full support for your professional qualifications.

• Competitive company pension scheme


• 25 days annual leave (increasing up to 30 days based on length of service)


• Opportunity to purchase additional holiday days


• Access to a salary sacrifice Electric Vehicle scheme


• Market-leading, enhanced family-friendly policies


• Cycle to work scheme


• A flexible benefits package tailored to your lifestyle

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.