Paraplanner

Are you an experienced Paraplanner looking to take the next step in your career within a supportive and technically strong environment? This is an excellent opportunity to join a highly regarded financial planning team where your expertise will be valued and your development actively supported.

The Role

Working closely with Financial Advisers and client support teams, you will play a key role in delivering high-quality financial planning advice to both new and existing clients. You'll be involved in a wide range of cases, from straightforward to complex, giving you the opportunity to continually build your technical expertise.

Key Responsibilities

• Conduct detailed research on clients' existing and proposed financial arrangements
• Analyse investment portfolios, including asset allocation aligned to clients' risk profiles
• Prepare illustrations and projections across investments, pensions and protection
• Produce clear, compliant and technically accurate suitability reports and client documentation
• Support annual client reviews, including risk assessment and strategy updates
• Ensure all client files meet regulatory requirements and internal compliance standards

About You

• Previous experience in a paraplanning role
• Progress towards (or completion of) the level 4 diploma in Regulated Financial Planning (or equivalent)
• Strong technical knowledge across financial planning products and solutions
• Excellent attention to detail and report-writing skills
• Ability to manage workload effectively in a fast-paced environment
• A collaborative team player with a proactive approach

What's on Offer

• 25 days holiday plus bank holidays (with options to buy more)
• Additional day off for your birthday
• Structured induction and ongoing training
• Clear career progression pathways, including support towards Chartered status
• Funded exams and paid study leave
• Flexible benefits package tailored to your needs
• Cycle to Work scheme
• Employee Assistance Programme (24/7 support)
• Paid volunteering days
• Access to internal wellbeing, diversity & inclusion initiatives and social events

Why Apply?

You'll be joining a collaborative, forward-thinking environment where professional development is genuinely encouraged. This is an ideal role for a driven Paraplanner who wants to deepen their expertise and progress within financial planning.

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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.