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Paraplanner

Job in Blackburn, Pawnee County, Oklahoma, USA
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: Blackburn

Job description

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.

As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.

The Role
  • To work as part of the Wealth Management team providing an excellent service to their clients
  • Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection
  • Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports
  • Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
  • Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies
The Candidate
  • Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole
  • Passionate about providing great client service
  • Great at communicating with people at all levels - face to face and in writing

    Positive and good at using your initiative
  • Organised and good at working under pressure
  • Motivated and well organised
  • Level 4 Qualified (Or close to completion)
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