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IDEX Consulting Ltd
25 Mar, 2026
Permanent
Trainee Paraplanner
IDEX Consulting Ltd Redditch, UK
About the Role A top-rated, client-focused financial planning firm is seeking a Trainee Paraplanner to join their office-based team a rare, standout opportunity to gain hands-on experience and build a rewarding career in financial planning. You'll join a collaborative, supportive environment where quality advice and client service come first. Please note this is a full time office based role. What You'll Do Support Financial Advisers with research, analysis, and report preparation Assist in suitability, protection, and annual review reports Gather and analyse client financial information Liaise with pension, investment, and insurance providers Maintain accurate client records and back-office systems Support ongoing client servicing Candidate Profile Strong attention to detail and organisational skills Confident communicator with a professional approach Keen interest in financial planning and wealth management Previous financial services or administrative...
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