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Job description

We are actively working with a IFA in Southampton looking to bring on another Paraplanner into the team! This is a leading provider in financial planning, with an established name who provide both individual and corporate client advise.

This role is suited to someone who already holds their level 4 diploma and have had exposure to all financial planning products.

Your role will be to support the advisers, work closely with your peers within the paraplanning team. You will be expected to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.

You will be involved in fund and market research to assist with our report writing and be able to analyse historic performance, charges and suitability to collaborate with the advisers and clients.

To be considered for this role you must hold your level 4 diploma as a minimum, you must have experience of working within a fast paced IFA firm.

For further information on this Paraplanning role in Southampton please click apply and we will be in touch should you be a successful applicant.

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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.