Job Description
We are partnering with a well-established IFA firm based in Nottingham that is seeking an ambitious and experienced Paraplanner to join their growing team. This is a genuinely exciting opportunity for a motivated individual who is looking to take the next step in their career, with a clear pathway to progress into a Financial Planner role in the future. This is a key role within the business supporting the Managing Director directly.
Key responsibilities:
* You will provide technical and research support across the full client journey, helping to shape high quality, tailored advice
* Produce clear, compliant and technically accurate suitability reports
* Build detailed cashflow models and planning scenarios
* Carry out research to support client recommendations
* Prepare client review packs, presentations and post meeting documentation
* Work closely with the Managing Director on complex client cases
* Attend client meetings where required and support follow up activity
* Ensure all files and documentation meet compliance standards
What they are looking for:
* Level 4 diploma qualified is essential
* Strong technical knowledge across financial planning
* Excellent report writing and analytical skills
* High attention to detail and strong organisational ability
* Confident communicator who can simplify complex information
They are also fully invested in your long term development, offering a clear pathway into a Financial Adviser role within the business. You will gain hands on exposure to the advice process, work closely with experienced Advisers and receive ongoing support as you build your knowledge and confidence. The business will support you every step of the way, giving you the tools, guidance and opportunities needed to progress into a fully fledged Adviser over time. This is a standout opportunity to work closely with an experienced Managing Director, develop your technical ability and build towards an advisory role in a supportive and ambitious environment.
Please get in contact with Tom Roberts for more information or at .
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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.