Paraplanner

The Opportunity

We are delighted to offer an excellent opportunity for a Paraplanner to join our team in Birmingham. In this role, you will bring a strong understanding of core financial planning solutions and continue to develop your expertise through exposure to a wide range of client planning scenarios. You will analyse clients' goals and requirements to help construct high-quality financial planning solutions that Advisors can confidently present.
From mid-September 2025, employees and contractors will be expected to work primarily from the office, with flexibility to work hybrid.

What Will You Do?

• Provide high-quality support for Financial Advisers and Financial Planners
• Facilitate the smooth processing of new and existing business
• Liaise effectively with administrative support teams
• Assist in monitoring the performance and workflow of administrative support to ensure standards and deadlines are consistently met
• Understand and comply with all relevant regulations, principles, policies and procedures
• Adhere to conduct risk standards
• Apply a broad understanding of financial planning solutions while developing further expertise through real client scenarios
• Analyse clients' aims and needs to help construct robust financial planning solutions for Advisor use
• Produce detailed, accurate financial plans and analytical information under the guidance of senior team members

What Do You Need to Succeed?

Must-Have

• CII level 4 diploma in Regulated Financial Planning (or equivalent)
• Strong accuracy, numeracy and attention to detail
• Clear and concise written and verbal communication skills
• Ability to work to deadlines and manage time effectively

What's In It for You?

We are committed to helping our people thrive. You will join a team that values collaboration, continuous growth and delivering trusted advice that helps our clients and communities prosper.

• Competitive up to £55,000 salary plus bonuses and a comprehensive total rewards package
• Flexible benefits
• Leadership support focused on development and career growth
• Opportunities to work alongside top professionals in the field
• A dynamic, progressive and high-performing team environment
• The chance to make a meaningful and lasting impact

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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.