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Paraplanner

IDEX Consulting Ltd
Posted a day ago, valid for a month
Location

Warwick, Warwickshire CV359EF, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking an experienced Paraplanner to join our innovative team in Warwick, offering a competitive salary of up to £45k.
  • The ideal candidate should have previous experience as a Paraplanner within a Wealth Management or IFA firm, along with a Diploma in Regulated Financial Planning (Level 4) or be working towards it.
  • The role involves supporting Financial Advisers by preparing detailed reports, conducting research, and ensuring compliance with industry regulations.
  • This hybrid position provides excellent benefits, career progression opportunities, and a supportive working culture that values expertise and collaboration.
  • If you are passionate about delivering top-quality service and looking for a new challenge, we encourage you to apply today.

Are you an experienced Paraplanner looking to join a forward-thinking company that values expertise, innovation, and career growth? We're searching for a dedicated and detail-focused Paraplanner to join our team in Warwick. This hybrid role offers a competitive salary of up to £45k, along with an excellent benefits package, clear career progression, and a supportive, collaborative working environment.

What You'll Be Doing:

  • Supporting Financial Advisers by preparing detailed suitability reports and recommendations.
  • Conducting in-depth research and analysis to support financial planning strategies.
  • Ensuring compliance with industry regulations and internal processes.
  • Managing and maintaining accurate client records within financial planning systems.
  • Liaising with clients, providers, and colleagues to deliver a seamless service.
  • Staying updated on market trends and financial products to enhance client outcomes.

What We're Looking For:

  • Previous experience as a Paraplanner within a Wealth Management or IFA firm.
  • Diploma in Regulated Financial Planning (Level 4) or working towards it.
  • Strong knowledge of investments, pensions, and tax-efficient solutions.
  • Excellent analytical, report-writing, and organisational skills.
  • A proactive and adaptable mindset, with a passion for delivering top-quality service.

Why Join Us?

  • Hybrid working - enjoy a blend of office and home-based flexibility.
  • Career progression - structured development opportunities and support for qualifications.
  • Great benefits package - including pension, wellbeing perks, and regular social events.
  • A forward-thinking, supportive culture - work in an environment that encourages innovation and growth.

If you're looking for an exciting new opportunity with a company that truly values its people, we'd love to hear from you!

Apply today or get in touch for more details.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.