Job description
About the Role
A top-rated, client-focused financial planning firm is seeking a Trainee Paraplanner to join their office-based team a rare, standout opportunity to gain hands-on experience and build a rewarding career in financial planning. You'll join a collaborative, supportive environment where quality advice and client service come first.
Please note this is a full time office based role.
What You'll Do
- Support Financial Advisers with research, analysis, and report preparation
- Assist in suitability, protection, and annual review reports
- Gather and analyse client financial information
- Liaise with pension, investment, and insurance providers
- Maintain accurate client records and back-office systems
- Support ongoing client servicing
Candidate Profile
- Strong attention to detail and organisational skills
- Confident communicator with a professional approach
- Keen interest in financial planning and wealth management
- Previous financial services or administrative experience is beneficial but not essential
- Motivated to learn and develop technical expertise
What's on Offer
- 35-hour working week with early finish on Fridays
- 26 days holiday plus bank holidays and holiday purchase scheme
- Contributory pension and death-in-service benefit
- Ongoing professional development support, including funding towards Diploma exams
To Apply
For more information or to submit your CV, contact:
Ellie Sedgwick
IDEX Consulting
07441 341 817
ellie.sedgwick@idexconsulting.com
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
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.
