Paraplanner

My client is actively looking for a Paraplanner to join their team in Stoke on Trent. They will consider both level 4 qualified experienced Paraplanner and part qualified Trainee Paraplanners.

They currently have a team of five Paraplanners and they're currently looking for another set of hands to slot seamlessly into the business. The paraplanning team is fully supported by our experienced IFA Administrators who help take on the tasks of gathering provider information and completing applications. This structure allows their Paraplanners to focus fully on their clients.

As a paraplanner you'll be expected to deal with the following:-

• Undertake research both independently and with the Advisers to identify suitable solutions to meet the clients' needs
• Prepare and compile financial analysis data
• Write financial planning recommendation reports to cover a variety of solutions/products.
• Client cash-flow planning using Voyant
• Be involved in some client meetings and help design a suitable planning strategy for our clients.
• The client review process
• Maintain up to date records on our back-office system
• Make sure all regulatory and compliance standards are met on an ongoing basis

Essentially everything you'd expect to do as a Paraplanner.

The business offers:

• Great salary - Negotiable, dependent on qualifications and experience
• 25 days holiday plus bank holidays
• Flexible-working hours
• 4 x death in service benefit
• Fully funded Financial Services Exams
• Annual health MOTs
• Community and environmental work
• Opportunity to work from the Stoke office or Nantwich office

For more information please contact Graeme Hyland on or email

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.