Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by creating detailed reports and conducting essential research.
- Company: Established financial planning firm with a collaborative and supportive culture.
- Benefits: Ongoing qualifications support, career development, and a dynamic work environment.
- Why this job: Join a team where you can grow professionally and work towards Chartered status.
- Qualifications: Experience in paraplanning and ambition to pursue further qualifications.
- Other info: Inclusive culture that values diversity and encourages authentic self-expression.
The predicted salary is between 28800 - 48000 £ per year.
An established and growing financial planning firm is seeking a professional and detail-oriented Paraplanner to join its collaborative team in Wakefield. You will play a key role in supporting financial planners by producing high-quality reports and recommendations, conducting research, and ensuring compliance with internal and regulatory standards. This is a great opportunity for someone looking to grow within a supportive environment, with the chance to progress professionally and work toward Chartered status.
Key Responsibilities
- Draft comprehensive client reports, reviews, and suitability letters
- Carry out research, analysis, and obtain provider illustrations
- Collaborate closely with financial planners, administrators, and fellow paraplanners
- Maintain a thorough understanding of compliance processes and regulatory requirements
- Ensure all reports and advice meet internal quality and timeliness standards
- Keep up to date with industry knowledge and best practices
About You
- Experience in a paraplanning role
- Working towards the Diploma in Regulated Financial Planning (Level 4) or already qualified; ambition to pursue Chartered status is encouraged
- Excellent attention to detail and organisational skills
- Confident communicator and effective collaborator within a busy, professional team environment
- Capable of managing deadlines and working both independently and as part of a team
What's on Offer
- A welcoming and professional work culture
- Support for ongoing qualifications and career development
- A dynamic and collaborative office environment
Paraplanner employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance processes and regulatory requirements. Be ready to discuss how your experience aligns with the responsibilities of drafting reports and collaborating with financial planners.
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work, like client reports or research projects, to demonstrate your skills. This will help you stand out as a candidate who takes quality seriously.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in paraplanning and any relevant qualifications, like the Diploma in Regulated Financial Planning. We want to see how you fit into our team!
Showcase Your Attention to Detail: As a Paraplanner, attention to detail is key. Use your application to demonstrate this skill by ensuring there are no typos or errors. A well-structured application reflects your ability to produce high-quality reports, which is what we’re looking for.
Communicate Clearly: In your cover letter, be clear and concise about why you want to join us and how you can contribute to our collaborative environment. We value effective communication, so let your personality shine through while keeping it professional!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find more information about us and our culture, which can help you tailor your application even further!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and paraplanning. Familiarise yourself with the latest compliance processes and regulatory requirements, as well as any recent changes in the industry. This will show that you're proactive and genuinely interested in the role.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, be prepared to discuss specific examples where your meticulous nature has made a difference in your work. Whether it’s drafting reports or conducting research, highlight how your thoroughness ensures high-quality outcomes.
✨Demonstrate Team Spirit
Collaboration is key in this role, so be ready to talk about your experience working in teams. Share examples of how you've effectively communicated and collaborated with financial planners or colleagues in previous roles. This will help illustrate that you can thrive in a busy, professional environment.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the firm's approach to supporting ongoing qualifications or how they foster a collaborative culture. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
