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Job description

My client is currently looking for a Paraplanner to join their team in Manchester.

Main Duties

  • Assist in creating financial planning solutions based on client objectives
  • Prepare suitability letters in line with agreed recommendations
  • Complete client review work within the required timescales
  • Analyse client investment portfolios and prepare supporting documentation for client review meetings
  • Collaborate with advisers and support staff to ensure new business submitted and ongoing servicing levels meet with required standards
  • Collate, check and maintain client files in accordance with compliance requirements
  • Ensure that recommended contracts and investments are implemented as per advice provided
  • Contribute to investment research and attend fund manager and investment meetings as required
  • Attend technical knowledge seminars and investment meetings as required
  • Communicate professionally with clients as required
  • Other tasks as required to aid the smooth running of the business
  • Maintain an up to date and accurate CPD record

Skills Required

  • Excellent report writing skills
  • Ability to analyse data and statistics
  • Excellent IT skills including proficiency in Microsoft Word and Microsoft Excel
  • Familiarity with investments, pensions and protection products
  • Ability to conduct research for appropriate providers and investments
  • Good understanding of compliance issues
  • Good organisational and time management skills including being able to deal with a number of tasks at once and prioritise work accordingly.
  • Ability to build effective working relationships with colleagues and work in a team environment
  • Have a responsibility for good time keeping and be prepared to work beyond the standard office hours in certain situations where work is time critical
  • To be committed to the principle and ethos that the client always comes first


  • 26 days holiday plus Bank Holidays
  • Additional day off for your birthday
  • Additional half day off for Christmas shopping (to be taken during December)
  • Option to join company pension scheme with contributions up to 5% matched by Five Wealth
  • Death in service cover
  • Hybrid office and home based working (minimum 2 days per week in the office)
  • Performance related bonus

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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.