Paraplanner

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning team based in Birmingham. This is a great opportunity to play a key role in delivering high-quality advice support while working in a collaborative, client-focused environment.

This role offers hybrid working, with time split between home and our Birmingham office.

What You'll Be Doing:

• Prepare and maintain detailed client files and annual review packs
• Build and analyse cash-flow models to support financial planning strategies
• Draft clear and compliant suitability reports and financial recommendations
• Conduct independent and collaborative research to identify suitable financial solutions
• Assist planners in comparing and analysing products and investment options
• Liaise with clients, as well as their legal and tax professionals where needed
• Oversee the implementation of advice, ensuring full compliance throughout
• Develop and maintain strong relationships with clients and colleagues

What We're Looking For:

Knowledge & Skills

• In-depth understanding of the financial planning process
• Strong technical knowledge across pensions, investments, IHT, protection & tax planning
• Excellent written communication skills, particularly in suitability report writing
• Awareness of current market trends, regulatory changes, and product updates

Experience

• Experience in a paraplanning role
• Previous experience in a financial planning or wealth management firm (minimum 1 year)
• Familiarity with cash-flow modelling tools is highly desirable
• Qualifications
• Diploma in Financial Planning (or equivalent Level 4 qualification)
• Willingness to undergo background checks (DBS, bankruptcy, etc.)

Personal Attributes

• Strong organisational and planning skills
• High attention to detail and accuracy
• Honest, methodical, and client-focused
• Proficient with IT systems, including spreadsheets and financial software

What's in It for You?

• Up to £45,000 salary, depending on experience
• 28 days holiday + bank holidays
• Hybrid working for better work-life balance
• Early Friday finish at 2:15pm
• Birthday day off
• Income protection (up to 5 years)
• MediCash plan - discounts, cash-back & 24/7 GP access
• 4x salary death in service benefit
• 5% matched pension contributions
• Access to professional development through a dedicated learning academy

If you're an experienced Paraplanner who thrives in a supportive team and wants to continue progressing in your career, we'd love to hear from you.

Apply now or reach out for a confidential chat.

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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.