Job description
About the Role
An exciting opportunity has arisen for an experienced Paraplanner to join a dynamic and forward-thinking financial planning team in Birmingham. The successful candidate will provide high-quality technical and administrative support to Financial Planners, helping to deliver exceptional service and advice to clients.
This role plays a key part in ensuring clients receive comprehensive, compliant, and well-presented financial planning solutions. You'll also have the chance to be involved in client meetings, contribute to cash-flow planning, and support complex technical discussions.
Key Responsibilities
- Prepare detailed and compliant suitability reports across a variety of advice areas, products, and investment solutions
- Conduct technical research and maintain up-to-date knowledge of financial products, legislation, and market developments
- Ensure all client files and Know Your Client (KYC) information are accurate and demonstrate suitability of advice
- Collaborate closely with Financial Planners to deliver a seamless client experience and meet agreed timescales
- Attend client meetings when required to assist with cash-flow modelling and technical discussions
- Maintain compliance with FCA guidelines and company processes at all times
About You
To be successful in this role, you'll bring:
- Level 4 Diploma in Regulated Financial Planning (CII) or equivalent qualification (essential)
- Strong technical understanding of financial planning principles and products
- Proven experience in a Paraplanning role within a financial planning or wealth management environment
- Excellent written and verbal communication skills, with the ability to explain complex financial information clearly
- Thorough knowledge of FCA COBS suitability requirements
- Strong organisational skills and attention to detail, with the ability to manage multiple priorities
What's on Offer
- Competitive salary up to £55,000, depending on experience
- Hybrid and flexible working options (typically one day a week in the office)
- Private medical insurance and life assurance
- Pension contribution
- Generous holiday allowance with the option to purchase additional days
- Ongoing professional development and study support
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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.
