Paraplanner Job at IDEX Consulting Ltd (York)

Paraplanner

We’re looking for an experienced Paraplanner to join our busy Financial Planning...

Location

United Kingdom , Taunton

Salary:

Not provided

Albert Goodman LLP

Expiration Date

Until further notice

Requirements

Dip PFS or equivalent
At least 2-3 years previous experience in a similar role
Service focused with great client care, especially over the phone
Great communication skills and ability to work within a team
Sound knowledge of investments, pensions, IHT planning and centralised investment propositions
Understanding or willingness to incorporate Long Term Care planning
Knowledge of trusts
Confidence in using IT software
Experience with Intelligent Office client database/back office system welcomed
Experience with research tools such as FE Analytics and Selectapension welcomed

Job Responsibility

Researching, preparing, and writing a wide range of reports within given timescales
Helping train, coach, and support more junior paraplanners and report writers
Delivering great service to clients
Providing overall support for consultants

What we offer

Minimum of 25 days holiday which increases with length of service
Option to buy and sell holiday
Annual salary review
Hybrid working
Payment of any professional subscriptions relevant to your role
Group pension scheme
Life assurance with access to a smart health app
Employee assistance programme for you and your family
One volunteering day per year
Cinema society discounts

Fulltime

Regional Paraplanner Manager

Focused, motivational and inspiring. Our Regional Paraplanning Managers are resp...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

A confident and effective people manager with a proven ability to develop, motivate, and empower others
Ideally experienced in managing a large team of highly productive Paraplanners, with a track record of delivering results
Preferably has experience managing teams across multiple office locations
Extensive paraplanning experience within an IFA environment, with strong technical knowledge in pension transfers, investments, SIPPs, post-retirement planning, and inheritance tax planning
Strong IT skills, with proficiency in research tools—ideally including Financial Express
Able to balance commercial business needs with regulatory and compliance requirements
Excellent communication skills, with the ability to build and maintain effective working relationships at all levels
Capable of providing technical support and guidance to Report Writers and Paraplanners
In-depth understanding of financial services products and the wider financial planning landscape
Demonstrates the ability to work under pressure, manage competing priorities, and meet deadlines effectively

Job Responsibility

Lead, manage, develop, and motivate a team of Paraplanners and Report Writers to deliver exceptional support to Advisers, helping them meet fee income targets, fulfill client servicing commitments, and adhere to business quality standards
Oversee workflow between Advisers and the Paraplanning/Report Writing team, ensuring resource allocation aligns with business needs
Conduct regular one-to-one meetings and annual appraisals, setting clear objectives and individual development plans to support ongoing training and development
Provide high-quality paraplanning support to Private Client Advisers when required
Establish and promote consistent standards for the paraplanner role across regional offices
Ensure the production of compliant business by supervising the preparation of high-quality written advice and technical research, in line with the Company’s Business Quality Standards
Drive continuous improvement in the paraplanning function by evaluating processes, recommending enhancements, and implementing changes
Monitor and improve productivity and quality in line with KPIs and business objectives, while fostering a professional, motivated, and high-performing team culture
Identify opportunities to enhance the client service experience and increase adviser productivity through efficient paraplanner support, enabling Advisers to spend more time with clients
Ensure full compliance with regulatory requirements, including Treating Customers Fairly (TCF), Financial Crime Procedures, and other relevant policies

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Paraplanner

Chase de Vere paraplanners work closely with our financial advisers and client s...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Teamwork and collaboration skills
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail

Job Responsibility

Researching, analysing market trends and report writing
Working closely with financial advisers and client support teams to deliver advice and provide ongoing services
Preparing recommendations
Reviewing clients’ finances on an annual basis
Assessing exposure to risk
Updating financial strategy to reflect changing circumstances
Conducting research on clients’ financial planning arrangements
Undertaking investment portfolio analysis, including asset allocation analysis
Compiling investment, pension and protection illustrations, projections and associated documentation
Writing technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

Entry Level Paraplanner

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Chelmsford

Salary:

26000.00 - 27000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Serving as the primary point of contact for Self-employed Advisers regarding fund and portfolio enquiries
Welcoming clients and ensuring a positive experience during Adviser meetings

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans

Fulltime

Paraplanner

We are proud to be working with a dynamic and forward-thinking local business wi...

Location

United Kingdom , Newton Abbot

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
Analytical in solving tasks with a keen attention for detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
A positive and proactive approach to work and a desire to help and support the wider team
To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
Calm and considered outlook in approach to problem solving

Job Responsibility

Receiving instructions during debriefings from advisers following client meetings
Interpreting data obtained by advisers during client meetings
Analysing data and using research tools to provide solutions to meet client needs and objectives
Providing records to support research undertaken
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports
Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way
Carrying out all tasks in a manner consistent with compliance procedures and company process
Ensuring all client files are compliant on an ongoing basis
Ensure that significant risk issues are referred to the Head of Compliance where appropriate

What we offer

25 days holiday plus Bank Holidays
annual company bonus - up to 4% of salary
pension scheme - 3 x salary
death in service
employee wellbeing
company sports team
modern office with great amenities and facilities
dress down Fridays
free parking

Fulltime

Paraplanner

We are proud to be working with a dynamic and forward-thinking local business wi...

Location

United Kingdom , Newton Abbot

Salary:

40000.00 - 45000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
Analytical in solving tasks with a keen attention for detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
A positive and proactive approach to work and a desire to help and support the wider team
To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
Calm and considered outlook in approach to problem solving

Job Responsibility

Receiving instructions during debriefings from advisers following client meetings
Interpreting data obtained by advisers during client meetings
Analysing data and using research tools to provide solutions to meet client needs and objectives
Providing records to support research undertaken
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports
Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way
Carrying out all tasks in a manner consistent with compliance procedures and company process
Ensuring all client files are compliant on an ongoing basis
Ensure that significant risk issues are referred to the Head of Compliance where appropriate

What we offer

25 days holiday plus Bank Holidays
annual company bonus - up to 4% of salary
pension scheme - 3 x salary
death in service
employee wellbeing
company sports team
modern office with great amenities and facilities
dress down Fridays
free parking

Fulltime

Financial Administrator/Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...

Location

United Kingdom , Edinburgh

Salary:

23000.00 - 26000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Confident, professional, and comfortable liaising with clients and external partners
Organised, detail-oriented, and thrives under pressure
A strong communicator with a knack for discretion and confidentiality
IT-proficient, numerically sharp, and ready to solve problems proactively

Job Responsibility

Supporting Financial Advisers with top-tier administrative and paraplanning assistance
Preparing key client documentation-think reports, valuations, illustrations, and quotes
Processing new business paperwork, ensuring accuracy and compliance with quality standards
Responding to client and third-party queries with professionalism and efficiency

What we offer

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Fulltime

Paraplanner

IDEX Consulting Ltd

Location:
United Kingdom , York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 20, 2026

Expiration:
June 25, 2026

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