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Job description

Our growing client is looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

Key Accountabilities Include

  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Preparing recommendations and suitability reports
  • Identifying areas for planning
  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need
  • Preparing information/comparisons for analysis by Planner
  • Liaising with client's legal and tax advisors (if applicable)
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
  • Establishing and building strong relationships with clients

Person Specification

  • Excellent understanding of the financial planning process
  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection
  • Excellent suitability report writing skills
  • Keep up to date with new product, technical and legislative changes within the marketplace


  • Experience working within a financial planning company
  • Experience in a paraplanning role
  • Experience using client cash-flow modelling software preferable


  • Have achieved Diploma in Financial Planning or equivalent is desired
  • Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position

Skills / Personal Attributes

  • Proficient IT skills. Basic word processing, spreadsheet and database knowledge
  • Excellent planning and effective organisational skills
  • Computer literacy
  • Honesty and integrity
  • Methodological approach to work

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.