Paraplanner

An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team.With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients.The OpportunityYou'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis and producing compliant, well-structured suitability reports across a broad range of advice areas. This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment.What You'll NeedPrevious experience working as a Paraplanner (or in a similar technical financial planning role)Strong technical knowledge across all areas of financial planningCII level 4 Diploma qualified, or actively studying towards completionExperience using financial planning software such as Intelligent Office, Voyant and FE Analytics would be advantageousGood understanding of FCA regulations, including Consumer DutyExcellent analytical, report writing and communication skillsA meticulous approach with strong organisational and prioritisation abilitiesWhat's on OfferHybrid working following an initial 1 month introduction/training setupSupportive and collaborative team cultureOngoing professional development and support towards further qualificationsGenuine long-term career progression within a successful and growing financial planning businessIf you're a Paraplanner looking to join a business where your technical expertise will be recognised and your career can continue to develop, I'd be delighted to discuss the opportunity in confidence.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.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.Discipline(s): Financial ServicesJob type: Flexible / Work From Home

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