Paraplanner

IDEX Consulting; Wigan; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Pension scheme

25 days annual leave

Hybrid working

Training support

Discretionary bonus

Employee assistance programme

Job summary

IDEX Consulting in Wigan is seeking an experienced Paraplanner to support Financial Planners with technical research, suitability reports and planning assistance.

The role involves collaboration with Advisers and Administrators through the advice process, ensuring compliant and robust recommendations across pensions, investments, protection, and estate planning. The position offers a hybrid setup with 3 days in the office and 2 days from home.

Qualifications

• Experience in a paraplanning role in a similar environment.
• Level 4 Diploma in Financial Planning or equivalent.
• Experience of working with IT systems that support this service.
• High level of technical knowledge across the full range of advice.
• High-level understanding of FCA COB rules.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
• Assist in the interpretation of the Adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care
• Provide guidance to Advisers on aspects of specific cases to support good consumer outcomes
• To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent data quality and compliant performance in the job role
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
• To obtain illustrations and key features documentation in support of recommendations to clients

Skills

Paraplanning experience

Financial planning

IT systems familiarity

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

Job description

My client is currently looking for an experienced Paraplanner to join their team in Wigan.

As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support.

You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust.

This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning.

This is a hybrid working role with 3 days in the office and 2 from home.

Responsibilities

• To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements
• To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given
• Assist in the interpretation of the Adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care
• Provide guidance to Advisers on aspects of specific cases to support good consumer outcomes
• To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent data quality and compliant performance in the job role
• To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
• To obtain illustrations and key features documentation in support of recommendations to clients

Experience Required

• Experience in a paraplanning role in a similar environment
• Level 4 Diploma in Financial Planning or equivalent
• Experience of working with IT systems that support this service
• High level of technical knowledge across the full range of advice
• High-level understanding of FCA COB rules

Company Benefits

• Competitive salary
• Attractive employee pension scheme (7.5% employer & minimum 3% employee)
• 25 days annual leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, group life insurance and income protection insurance
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential employee assistance programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from

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.