Paraplanner

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

Overview

I\'m currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff or Exeter. In this role, you\'ll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You\'ll have the opportunity to get stuck into a wide range of work, including more complex planning across investments, pensions, tax and protection. Expect a balance of independence and collaboration in a supportive environment.

Benefits

• Hybrid working: 2 days per week in the Cardiff office
• Salary around £47,000 (DOE)
• Annual bonus
• Generous holiday allowance with the option to buy/sell
• Life insurance (4x salary)
• Group Income Protection
• Death in Service

Requirements

• Are Diploma qualified (Level 4) or progressing towards Chartered
• Bring solid paraplanning experience and strong technical capability
• Have excellent research and report-writing skills
• Are proactive, organised, and comfortable working closely with advisers and clients

This is a brilliant opportunity for a Paraplanner who wants to develop within a highly regarded firm known for its personal approach and supportive culture.

If this sounds like the right move for you, please get in touch or send your CV to [e-mail].

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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.