A unique opportunity is available for a Paraplanner to join a long-standing 3rd generation independent advice firm based in Nottingham with an outstanding record of long-term employee retention.

My client is an independent financial advisers offering client-focused services that include investments, pensions and retirement planning, IHT planning and protection.

This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed and supportive environment with client-centric approach.

Career opportunities include continuing as a Paraplanner or transitioning to become a future adviser.

Duties include -

• Working closely with Financial Adviser supporting cases ahead of client reviews and meetings
• Provide research for client cases
• Preparing client paperwork including suitability reports
• Supporting changes and improvements to the client proposition

The ideal candidate -

• Experience in a similar role providing Paraplanner support for Advisers / Planners
• Industry qualifications preferred although not essential with relevant experience
• Knowledge of advice cases including investments and pensions
• The ability to work independently and as part of a small friendly team
• A professional and personal approach when dealing with clients and colleagues

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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.