Paraplanner

IDEX Consulting; Gloucester; Hybrid; GBP 45,000; Full time

Job summary

A respected independent financial advice firm in Gloucester is seeking an experienced Paraplanner. You will work closely with senior advisers, providing technical support on complex cases involving investments, pensions, and tax planning. The role offers a hybrid working arrangement and an attractive salary of £45,000, along with generous benefits including life and medical insurance.

Benefits

Hybrid working

Attractive annual bonus

Generous annual leave

Life insurance - 4x base salary

Private medical insurance

Dental cover

Group Income Protection - 35% of salary

Qualifications

• Seeking an experienced Paraplanner for a reputable financial advice business.
• Proficient in technical support and client service.
• Confident working collaboratively with advisers and clients.

Responsibilities

• Provide technical support to senior financial advisers.
• Get involved in complex cases covering investments, pensions, tax planning.
• Deliver outstanding client service.

Skills

Solid paraplanning experience

Strong technical knowledge

Excellent report writing skills

Research skills

Proactive and detail-oriented

Education

Diploma qualified (Level 4) or working towards Chartered status

Job description

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for an Paraplanner to join their Gloucester team.

You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.

What's on offer:

• Hybrid working, 1-2 days in office (Gloucester)
• Salary £45,000 (depending on experience)
• Attractive annual bonus
• Generous annual leave / holiday trading (buy/sell)
• Life insurance - 4x base salary
• Private medical insurance - individual and family cover!
• Dental cover
• Group Income Protection - 35% of salary
• DIS

What we're looking for:

• Diploma qualified (Level 4) or working towards Chartered status
• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail‑oriented, and confident working closely with advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

If you’re ready to take next step in your paraplanning career, apply today via [e-mail]

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.