Job description
Are you currently working within Financial Planning support role but feel like you aren't getting the development and career development you are looking for?
Are you based within the Kent area and able to commute to the office in Tunbridge Wells?
I'm working with an established Independent Financial Advisory practice who are looking to add real quality to their paraplanning team. We can consider both fully qualified or part-qualified Paraplanners, and also strong Financial Planning administrators who have had some exposure to basic report writing and research and are keen to learn! We will consider experience in either whole of the market or restricted advice environments, the main thing is an eagerness to learn and be part of the team.
You will work in a team of experienced Administrators and Paraplanners supporting 5 high performing Advisors. The role will initially be office based whilst you undertake training but once up to speed they offer a 3 /2 split between home and office.
You will receive excellent training, full support to acquire industry qualifications and work within a supportive, honest and open practice where your own development is actively encouraged.
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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.
