Hybrid Paraplanner — Wealth Planning & Research
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-09-05
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
IDEX Consulting Ltd in Blackpool is seeking an experienced Paraplanner to support Planners and the wider paraplanning team. You will research client information, prepare suitable recommendations, and perform cash-flow modelling to back up advice.
Responsibilities include preparing client documents, coordinating meetings, and handling client queries with sensitivity to vulnerable clients. A clear path to professional qualifications is offered with hybrid working after probation.
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