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Job description

We are working with a financial planning firm who due to expansion are now looking to hire their next Paraplanner.

Your role will include but will not be limited to:

  • To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients;To undertake the required number of chargeable hours for the department
  • To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take

The ideal candidate will have the following:

  • Previous experience of working in a paraplanning role essential
  • Good levels of literacy
  • Computer literate
  • DipFA
  • Working towards chartered status beneficial but not essential
  • Good communication skills
  • Excellent attention to detail

For more information on this paraplanning role in Droitwich please click apply

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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.