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Paraplanner

Job description


My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Preston and build a long-term career within their growing wealth management firm.

This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations.

The Role

As a Paraplanner, you will play a key role in supporting a team of advisers, helping to deliver comprehensive, client-focused financial planning solutions.

Key Duties

  • Prepare clear, compliant and technically accurate suitability reports across a wide range of advice areas
  • Conduct detailed research on products, funds and planning strategies using internal and external tools
  • Analyse client information and support the development of holistic financial plans, including cashflow modelling
  • Collaborate closely with advisers to understand client objectives and deliver appropriate recommendations
  • Maintain accurate and up-to-date client records in line with FCA requirements
  • Liaise with providers and third parties to obtain information and progress cases
  • Identify planning opportunities across pensions, investments, tax and protection
  • Support continuous improvement of paraplanning processes and escalate complex cases where appropriate


About You

  • QCF Level 4 qualified (essential), with support available for progression to Level 6
  • Strong experience in holistic financial planning, including pensions (pre and post retirement), investment planning and estate planning
  • Highly analytical with excellent attention to detail and report writing skills
  • Comfortable working with a range of financial planning systems
  • Experience with different Investment platforms such as Parmenion, Fidelity, Abrdn, Aviva, Transact and SS&C Hubwise
  • Experience of Cashflow modelling tools would be an advantage.


What We Offer

  • A supportive environment focused on long-term career development
  • Study support towards Advanced Diploma (Level 6)
  • The opportunity to work with experienced advisers on complex, high-quality financial planning cases
  • 25 days holiday + bank holidays, increasing to 30 with service
  • Private medical insurance, Death in service and Income protection (75% salary after 3 months)
  • Pension
  • 1 paid volunteering day per year
  • Employee share scheme (EBT), linked to performance
  • Flexible benefits hub (Cycle to Work, buy/sell holiday)
  • Access to 2,000+ retail discounts and perks
  • And more…

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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.