Are you an experienced Paraplanner looking to join a forward-thinking company that values expertise, innovation, and career growth?
We're searching for a dedicated and detail-focused Paraplanner to join our team in Warwick. This hybrid role offers a competitive salary of up to £45k, along with an excellent benefits package, clear career progression, and a supportive, collaborative working environment.

What You'll Be Doing:

• Supporting Financial Advisers by preparing detailed suitability reports and recommendations.
• Conducting in-depth research and analysis to support financial planning strategies.
• Ensuring compliance with industry regulations and internal processes.
• Managing and maintaining accurate client records within financial planning systems.
• Liaising with clients, providers, and colleagues to deliver a seamless service.
• Staying updated on market trends and financial products to enhance client outcomes.

What We're Looking For:

• Previous experience as a Paraplanner within a Wealth Management or IFA firm.
• Diploma in Regulated Financial Planning (Level 4) or working towards it.
• Strong knowledge of investments, pensions, and tax-efficient solutions.
• Excellent analytical, report-writing, and organisational skills.
• A proactive and adaptable mindset, with a passion for delivering top-quality service.

Why Join Us?

• Hybrid working - enjoy a blend of office and home-based flexibility.
• Career progression - structured development opportunities and support for qualifications.
• Great benefits package - including pension, wellbeing perks, and regular social events.
• A forward-thinking, supportive culture - work in an environment that encourages innovation and growth.

If you're looking for an exciting new opportunity with a company that truly values its people, we'd love to hear from you!

Apply today or get in touch for more details.

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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.