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Job description

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.

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

Applicant requirements include;
Diploma in Financial Planning
Experience in a regulated financial advice 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;
Remote working
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 remote Paraplanner role

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.