We are working exclusively with a firm of Chartered Financial Planners who due to a recent promotion are now looking to hire their next Paraplanner.

This is a firm that deals with UHNW individuals from successful entrepreneurs, business leaders, Family trusts and corporate clients which leads to highly technical and complex financial planning advice.

You will be directly supporting 1 IFA by helping them build and develop effective working relationships with their clients, providing excellent customer service and keeping the client informed every step of the process.

As this is a hybrid working role you will be in the office 3 days a week, providing core hours are completed they will be able to be flexible in start and finish times.

Benefits:
Salary on offer is up to £60k (potentially more depending on experience)
Full support to obtain chartered status
4% Pension
Group Life cover
Discretionary bonus
Medi cash plan

Due to the nature of clients they work with the ideal applicant will have experience of working within a High Net Worth IFA firm and hold an absolute minimum of the level 4 diploma but ideally be working towards chartered

If you feel this paraplanning role in Marlow could be suited to you, please click apply and we will be in touch with further details.

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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.