Technical Paraplanner for Bespoke Financial Planning

IDEX Consulting Ltd

East Midlands

On-site

GBP 32,000 - 42,000

Full time

5 days ago

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Job summary

IDEX Consulting Ltd in the United Kingdom is seeking a talented Paraplanner to join our team and provide excellent technical support to Advisers. You'll deliver high-quality research, accurate financial planning reports and comprehensive cashflow modelling to help clients achieve clarity and confidence in their financial futures.

This role suits a detail-oriented, technically strong paraplanner who takes ownership of their work and wants to grow their career within financial services, with a

Qualifications

Proficiency in Microsoft Office (PowerPoint, Word, Excel, Outlook) and strong analytical ability.
Experience in Financial Services and a confident, confidential approach.
Level 4 qualification is essential.

Responsibilities

Produce clear, technically accurate financial planning reports and cashflows.
Undertake research to identify suitable client solutions alongside Advisers.
Maintain complete, accurate, compliant files and prepare review documentation.
Engage with Advisers on fees relative to work volume and complexity.
Keep clients informed with clear, concise communication and attend meetings when required.

Skills

Mathematical ability

Analytical thinking

Communication skills

Financial services experience

Attention to detail

Ownership and time management

Ability to work under pressure

Education

Level 4 industry qualification

Tools

Excel

PowerPoint

Word

Outlook

Job description

This role suits a detail-oriented, technically strong paraplanner who takes ownership of their work and wants to grow their career within financial services, with a

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