Paraplanner

We're on the lookout for experienced Paraplanners to join one of our prominent national financial planning partners based in Sunderland. If you're passionate about delivering high-quality financial planning support and ready to grow within a forward-thinking and inclusive firm, this could be the perfect next step in your career.

Whether your goal is to lead a team or become a Financial Planner, this firm will support your ambitions - offering full financial backing for further qualifications, clear development pathways, and a culture that genuinely values growth and contribution.

What's in it for you?

• 30 days holiday + bank holidays
• Birthday off + option to buy more leave
• Enhanced pension scheme
• Enhanced maternity, paternity & adoption policies
• Death in Service (DIS)
• Employee Assistance Programme
• Financial support for qualifications & study
• Clear and structured career progression

Key responsibilities:

• Review client information to build a complete picture of their personal and financial situation
• Evaluate 'Know Your Client' data to identify any gaps or risks that may affect advice suitability
• Collaborate with advisers and internal teams to ensure smooth processes and good client outcomes
• Assess and analyse clients' existing arrangements for ongoing suitability
• Conduct thorough research using a range of software, tools, and provider platforms
• Use cash-flow modelling and cost comparison tools effectively and appropriately
• Generate accurate quotes and prepare comprehensive client-facing documentation, including suitability reports and review letters
• Maintain complete and compliant client files, ensuring clear audit trails throughout
• Stay up-to-date with industry trends, products, and regulations
• Adhere to internal and regulatory procedures at all times
• Mentor and support junior team members through feedback and peer review

This is an exceptional opportunity for someone looking to join a business that genuinely invests in its people and promotes from within.

For more information on this Paraplanning opportunity in Sunderland please click apply.

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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.