Paraplanner: Technical Research & Bespoke Reports

IDEX Consulting Ltd; Newark on Trent; On-site; GBP 32,000 - 46,000; Full time

Job summary

IDEX Consulting Ltd is partnering with a leading UK financial planning group to recruit a Paraplanner. You will deliver high-quality research, prepare technically accurate suitability reports, and build comprehensive cashflow models to help clients understand their financial futures.

You will work closely with advisers, handle filings to compliance standards, and develop your knowledge across retirement, inheritance tax and business planning within a supportive, growth‑oriented team.

Qualifications

• Proven experience within Financial Services.
• Level 4 industry qualification holder required.
• Strong numerical and communication abilities.

Responsibilities

• Produce clear, technically accurate, compliant and concise suitability and financial planning reports.
• Prepare detailed and accurate lifetime cashflows with multiple scenarios.
• Undertake research, both independently and alongside Advisers, to identify suitable client solutions.
• Ensure all files are complete, accurate and compliant, taking ownership of chasing any missing information.
• Prepare and coordinate review documentation, including financial planning presentations, cashflows and asset reviews.
• Complete post-meeting presentations.

Skills

Mathematical ability

Analytical thinking

Communication skills

Financial services experience

Education

Level 4 industry qualification

Tools

Microsoft Office

Job description

IDEX Consulting Ltd is partnering with a leading UK financial planning group to recruit a Paraplanner. You will deliver high-quality research, prepare technically accurate suitability reports, and build comprehensive cashflow models to help clients understand their financial futures.

You will work closely with advisers, handle filings to compliance standards, and develop your knowledge across retirement, inheritance tax and business planning within a supportive, growth‑oriented team.