IDEX Consulting Ltd
Paraplanner
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I'm working with a highly regarded independent financial planning firm based in Solihull that has built an excellent reputation for delivering genuinely bespoke financial advice and putting its clients and people at the heart of what it does. With a collaborative culture, a strong technical team and exciting plans for growth, this is a business where your expertise will be valued and you'll have the opportunity to continue developing your career.
You'll work alongside experienced Financial Planners, supporting a wide range of clients with complex financial planning needs. The role offers plenty of variety, covering pensions, investments, retirement planning, trusts and inheritance tax planning, making it ideal for someone who enjoys the technical side of financial planning.
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The Role
- Prepare detailed suitability reports and recommendations
- Conduct technical research across pensions, investments and protection
- Support complex pension and retirement planning cases
- Assist with inheritance tax and estate planning work
- Produce cashflow modelling and financial planning analysis
- Work closely with Financial Planners to deliver excellent client outcomes
- Ensure work is completed in line with FCA requirements
About You
- Experience as a Paraplanner within an IFA or Wealth Management firm
- Strong technical knowledge across pensions and investments
- Experience supporting more complex client cases
- Excellent report writing and research skills
- Diploma qualified or working towards Level 4 (preferred)
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What's on offer?
- Salary of £40,000 - £55,000 depending on experience
- Hybrid working week
- Part-time hours will be considered
- Exposure to complex, high-quality financial planning work
- A supportive, collaborative team with genuine career progression
- Ongoing professional development and study support
- Competitive benefits package
If you'd like to find out more, get in touch for a confidential conversation.
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