Paraplanner – Hybrid, Research-Driven Client Reports
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-08-29
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
IDEX Consulting is seeking a Paraplanner to join the team in Blackpool. The role involves paraplanning support for Planners, researching client scenarios, and preparing suitability reports to back up financial recommendations.
You will handle onboarding paperwork, arrange meetings, and act as a first point of contact for clients while maintaining compliance and thorough documentation.
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