We are working with a practice of Chartered Financial Planners who are looking to hire their next, experienced Paraplanner.

This is a firm that deals with UHNW individuals from successful entrepreneurs, business leaders, family trusts and corporate clients which leads to highly technical and complex financial planning advice.

You will be directly supporting 1 IFA by helping them build and develop effective working relationships with their clients, providing excellent customer service and keeping the client informed every step of the process.

As this is a hybrid working role you will be in the office 3 days a week, providing core hours are completed they will be able to be flexible in start and finish times.

Benefits:
Salary on offer is up to £60,000
4% Pension
Group Life cover
Discretionary bonus
Medi cash plan

Due to the nature of clients they work with the ideal applicant will have at least 3 years experience of working within a Financial Planning business firm and hold a minimum of the level 4 diploma (or very close) but ideally be working towards chartered.

The role could also offer a pathway into a financial advising role in the future too so a really good move to accelerate your career in either paraplanning or financial advising

If you feel this paraplanning role could be suited to you, please click apply and we will be in touch with further details.

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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.