Our client is part of one of the UK's leading specialist financial planning groups, bringing together some of the country's finest independent financial planners, technical experts, and investment professionals under one national umbrella. With a network of offices across the UK and a shared purpose of enriching clients' lives, they combine the scale, resources and technical depth of a national group with the personal touch and reputation of a well-established local business.
Their advisers work on an independent, whole-of-market basis, providing bespoke, life-centred financial planning to a broad range of clients - from individuals and families to business owners - covering everything from retirement and investment planning to inheritance tax and estate planning. They are proud of their collaborative culture, commitment to the highest regulatory and professional standards, and genuine investment in their people's development.
Joining them means becoming part of a supportive local team, backed by the infrastructure, technical resource and career opportunities of a much larger, growing organisation.
The Role
Our client is looking for a talented Paraplanner to join their team and provide excellent technical support to their Advisers. You'll play a key role in delivering high-quality research, accurate financial planning reports, and comprehensive cashflow modelling that helps their clients achieve clarity and confidence in their financial future.
This is a fantastic opportunity for a detail-oriented, technically strong paraplanner who enjoys variety, takes ownership of their work, and wants to grow their career within financial services.
Key Responsibilities
Report Writing
- Produce clear, technically accurate, compliant and concise suitability and financial planning reports
- Prepare detailed and accurate lifetime cashflows with multiple scenarios
- Undertake research, both independently and alongside Advisers, to identify suitable client solutions
- Ensure all files are complete, accurate and compliant, taking ownership of chasing any missing information
- Prepare and coordinate review documentation, including financial planning presentations, cashflows and asset reviews
- Complete post-meeting presentations
Assisting and Discussing
- Liaise with Advisers on fees relative to the volume and complexity of work
- Carry out financial planning calculations, including tax considerations
- Liaise with the administration team to process recommendations
- Balance a commercial mindset with maintaining high-quality service
Client Relationship
- Communicate complex issues to clients clearly and concisely, verbally and in writing
- Where required, engage with clients directly by phone, email or face to face
- Attend client meetings when needed and prepare meeting notes/presentations within agreed timescales
Ongoing Development
- Take responsibility for your own continued professional development
- Build knowledge of key financial planning areas including Inheritance Tax Planning, Retirement Planning, Retirement Options and Business Planning
Compliance
- Follow all compliance processes and procedures, including T&C, financial crime, anti-money laundering, data protection, conflicts of interest, record keeping and Consumer Duty
- Complete regular internal compliance knowledge and technical assessments
What They're Looking For
- Proficiency in Microsoft Office (PowerPoint, Word, Excel, Outlook)
- Strong mathematical, analytical and communication skills
- Proven experience within Financial Services
- Confidential, reliable and trustworthy approach
- Excellent attention to detail and a high-quality, self-motivated approach to work
- Ability to work within defined processes while adapting to client needs
- Strong ownership, organisational and time-management skills
- Level 4 relevant industry qualification held (essential)
- Good understanding of the financial advice process
- Commitment to annual CPD in line with company and CII requirements
- Ability to work under pressure to meet deadlines
Why Join Our Client?
- Be part of a supportive, collaborative team environment
- Genuine opportunities for professional growth and development
- Work on varied, technically interesting cases across retirement, IHT and broader financial planning
- Join a business that values technical excellence and a strong client-first culture
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Paraplanner in Newark on Trent employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
