A fantastic opportunity to join one of the UK's leading independent financial advisory and
wealth management firms. As this progressive firm grows and evolves an excellent opportunity is available to further your career and technical knowledge.

Financial Planning Technician - Paraplanner - Role responsibilities include;
Developing a thorough understanding of Advice Guidance, as and when delivered
Participating in and delivering comprehensive financial research
Preparing and delivering bespoke advice reports, within set SLAs, to clients through the analysis of existing portfolios and comparison against suitable benchmarks
Producing, when required complex calculations.
Participate in research projects
Assist junior members of staff

Financial Planning Technician - Applicant requirements include;
Diploma in Financial Planning
Experience in an IFA environment, demonstrating quality communication
A high standard of written and numerical skills
An ability to demonstrate report-writing skills
A high level of accuracy and attention to detail

Benefits of joining this business;
Bromsgrove based office with hybrid flexibility
Get paid for further studies
Examinations, training and development funded by employer
Full employee benefits package including health and flexi-bens
Bonus scheme
Great flexible holiday allowance 25+ that rises with service
Social and inclusive culture

For further information on this Financial Planning Technician / Paraplanner role in Bromsgrove please click apply

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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.