Paraplanner

My client is a small HNW business near Knutsford and they are currently looking for an experienced Paraplanner to join their team.

As a Paraplanner you'll play a vital role in supporting their Financial Planners to deliver bespoke solutions to their high-net-worth clients. This is a client-focused, detail-oriented position.

You'll be part of a team that values long-term client relationships.

Why join them?

• Work alongside experienced Financial Planners
• Contribute to a small, client-focused team
• Opportunities for personal and professional growth
• Supportive and collaborative working environment
• Excellent benefits package

Key purpose

• Support Financial Planners in delivering tailored advice to high-net-worth clients
• Maintain personal and professional development
• Contribute to a client-focused team, working closely with all colleagues

Key responsibilities

• Establish and interpret client needs and objectives
• Gather and analyse financial information
• Research and prepare tailored recommendations
• Present financial solutions clearly and compliantly to the Financial Planner
• Support ongoing client reviews and relationship management
• Ensure all documentation meets regulatory standards
• Maintain systems for control and review
• Stay up to date with industry developments

Skills & qualifications

• Diploma qualified
• Proactive mindset and willingness to show initiative
• Strong technical knowledge of financial products and planning
• Excellent report writing and analytical skills
• Relationship management and communication skills
• High attention to detail and problem-solving ability
• Capable of working both independently and as part of team to deliver results
• Understanding of compliance and regulatory requirements

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.