Paraplanner

IDEX Consulting; Weston-super-Mare; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Join IDEX Consulting as a Paraplanner in a respected financial planning firm. This role involves conducting research and preparing financial reports to support Financial Planners. With a focus on client-first service, you'll thrive in a collaborative culture that values expertise and career growth.

Benefits

Hybrid and flexible working options

25 days holiday plus bank holidays

Competitive pension scheme (with matched contributions up to 6%)

Life assurance (3x salary)

Access to employee wellbeing and reward programmes

Private medical insurance

Enhanced maternity/paternity benefits

Bonus and commission schemes for referrals

Qualifications

• Proven experience as a Paraplanner within financial services.
• Strong understanding of financial planning tools and compliance requirements.

Responsibilities

• Conduct thorough research to support Planners in delivering client recommendations.
• Prepare detailed financial planning reports including cashflow modelling.
• Ensure regulatory compliance and adherence to best practices.

Skills

Detail-oriented

Excellent communication

Research skills

Analytical skills

Education

Level 4 Diploma in Regulated Financial Planning

Advanced Diploma (desirable)

Tools

Intelliflo Office

Job description

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West?
We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative culture and commitment to excellence, this firm is now looking to expand its experienced paraplanning team across its Exeter, Plymouth and Weston-super-Mare offices.

The role
You'll play a crucial part in supporting the firm's Financial Planners, delivering bespoke financial planning solutions through in-depth research and high-quality report writing. Working in a collaborative environment, you'll help ensure clients receive tailored, well-researched and compliant advice.

Key responsibilities

• Conduct thorough research to support Planners in delivering client recommendations
• Prepare detailed financial planning reports including cashflow modelling
• Utilise financial planning software (Intelliflo Office) to manage recommendations and workflow
• Stay up to date with financial products and industry developments
• Assist in client meetings, offering insight and technical support
• Ensure regulatory compliance and adherence to best practices

What we're looking for

• Proven experience as a Paraplanner within financial services
• Strong understanding of financial planning tools and compliance requirements
• Excellent communication, research and analytical skills
• Level 4 Diploma in Regulated Financial Planning (Advanced Diploma desirable)

What's on offer

• Hybrid and flexible working options
• 25 days holiday plus bank holidays
• Competitive pension scheme (with matched contributions up to 6%)
• Life assurance (3x salary)
• Access to employee wellbeing and reward programmes
• Private medical insurance
• Enhanced maternity/paternity benefits
• Bonus and commission schemes for referrals

This is a fantastic opportunity to join a people-focused firm that values expertise, supports career development and fosters a flexible and supportive working culture.

If this role sounds like it could be for you and you would like some more information please reach out to [e-mail]

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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.