Paraplanner — Hybrid Role with Investments, Pensions & Tax

IDEX Consulting; Exeter; Hybrid; GBP 39,000 - GBP 47,000; Full time

Job summary

A reputable independent financial planning firm is seeking an experienced Paraplanner to join their team in Exeter or Cardiff. In this role, you will support senior advisers, providing high-quality technical support and contributing to an exceptional client experience. This position allows for a mix of independent work and collaboration. Ideal candidates will be Diploma qualified or progressing towards Chartered status, with strong paraplanning experience. The firm offers a hybrid working model, competitive salary, and a supportive culture.

Benefits

Hybrid working: 2 days per week in the Cardiff office

Annual bonus

Generous holiday allowance

Life insurance (4x salary)

Group Income Protection

Death in Service

Qualifications

• Diploma Level 4 or progress towards Chartered is required.
• Solid paraplanning experience is essential.
• Excellent research and report-writing skills are necessary.
• Proactive and organized individual needed.

Responsibilities

• Provide technical support to senior advisers.
• Contribute to a first-class client experience.
• Engage in complex planning across investments and pensions.

Skills

Technical capability

Research skills

Report-writing skills

Proactive organization

Education

Diploma qualified (Level 4) or progressing towards Chartered

Job description

A reputable independent financial planning firm is seeking an experienced Paraplanner to join their team in Exeter or Cardiff. In this role, you will support senior advisers, providing high-quality technical support and contributing to an exceptional client experience. This position allows for a mix of independent work and collaboration. Ideal candidates will be Diploma qualified or progressing towards Chartered status, with strong paraplanning experience. The firm offers a hybrid working model, competitive salary, and a supportive culture.