Wealth Planning Paraplanner - Growth & Impact

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

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.