Paraplanner

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 with over 25 years' experience delivering tailored solutions to clients across the Midlands.
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, 2-3 days from home each week
• Salary up to £45,000 (depending on experience)
• 25 days holiday + bank holidays
• 5% employer pension contribution
• Life insurance - 4x base salary
• Income protection - 75% of base salary (after 26 weeks)
• Private medical insurance

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 the next step in your paraplanning career, apply today.

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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.