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IDEX Consulting Ltd Logo IDEX Consulting Ltd · -

Paraplanner

United Kingdom, Newcastle upon Tyne 42000.00 - 48000.00 GBP / Year · Job Posted June 01, 2026
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Job Description

A highly respected and nationally recognised professional services firm is seeking an experienced Paraplanner to join its growing Financial Planning team in Newcastle. This is an excellent opportunity for a technically strong paraplanner who enjoys working collaboratively with Financial Planners to deliver high-quality client outcomes. The successful candidate will play a key role in supporting advisers through research, report writing, suitability preparation and technical analysis, while ensuring recommendations meet regulatory and internal compliance standards.

Job Responsibility

  • Provide technical and research support to Financial Planners
  • Prepare suitability and review reports
  • Produce recommendation summaries for processing teams
  • Ensure recommendations align with internal standards and compliance requirements
  • Challenge and question recommendations where appropriate
  • Liaise with compliance and support teams when required
  • Collate and complete application forms and supporting documentation
  • Maintain accurate client records and update CRM systems
  • Develop and maintain knowledge of investment propositions and internal procedures

Requirements

  • Diploma qualified (CII Level 4 or equivalent)
  • Previous paraplanning experience within financial planning/wealth management
  • Experience supporting advisers and delivering high-quality client service
  • Familiarity with CRM systems and financial planning software
  • Working knowledge of tools such as Intelliflo, CashCalc and FE Analytics is advantageous
  • Strong attention to detail and report-writing capability
  • Competent Microsoft Excel skills
  • Good understanding of financial planning principles and suitability reporting

What we offer

  • Hybrid/flexible working environment
  • Supportive and collaborative team culture
  • Opportunity to join a well-established and growing financial planning business
  • Strong long-term career development prospects
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