Paraplanner

IDEX Consulting

  • USA
  • Permanent
  • Full-time
  • 5 days ago
Are you looking to join a forward-thinking wealth management business that's changing the way clients experience financial advice? This is a fantastic opportunity for an experienced Paraplanner to be part of a growing firm that invests heavily in both people and technology.Why join us?
  • Modern, innovative approach - we've stripped away outdated systems and processes to create a truly efficient, technology-led advice model.
  • Hybrid working - enjoy flexibility with 3 days in our central Cardiff office and 2 days working from home.
  • People-focused culture - we're building a collaborative environment where Paraplanners, Advisers, and Client Services work seamlessly together.
  • Career development - full support towards professional qualifications (QCF Level 4 and beyond) with ongoing training and mentoring.
  • Backed for growth - with the support of a specialist investor, we're building a leading national wealth management business, creating excellent long-term career opportunities.
  • Impactful work - your input will directly shape the quality of advice and outcomes for clients, helping them achieve their financial goals.
  • Supportive team environment - you'll be working alongside experienced colleagues who share knowledge and celebrate success.
The roleAs a Paraplanner, you'll provide high-quality technical support to Advisers, including preparing compliant suitability reports, researching solutions, and carrying out financial calculations (CGT, AA, IHT, etc.). You'll play a key role in ensuring recommendations are accurate, compliant, and client-focused.What we're looking for
  • Experience as a Paraplanner, with strong report-writing and research skills.
  • Good knowledge of financial products including pensions, investments, and protection.
  • Ideally Diploma (Level 4) qualified, or working towards it (study support provided).
  • Strong communication skills and a collaborative mindset.
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 MissionAt 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.

IDEX Consulting