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Job description

Idex is supporting this top tier Financial Planning and Investment Management firm to recruit a Paraplanner. This role will report to their Birmingham office and offers hybrid flexibility along with a highly competitive pay and benefits package.

Key Areas of Responsibility:

  • Work closely and communicate clearly with administration support
  • Manage work-flows
  • Receive and implement requests from Advisors
  • Gather and record client data on Intelligent Office
  • Prepare and deliver client reports to the highest professional standards
  • Provide information for annual reviews
  • Communicate with clients as required and third parties
  • Undertake Financial Planning and product-based research
  • Operate within the compliance and corporate standards of the business
  • Undertake appropriate professional development and training
  • Report on key measures on a regular basis
  • Comply with the Rules of the Financial Conduct Authority (FCA)

Qualifications & Experience:

  • Minimum CII Level 4 qualified
  • Experience working in financial services in a similar capacity
    Sufficient technical knowledge in all areas
  • Ability to use technical financial planning tools, modelling software
  • The ability to communicate effectively in both written and verbal form
  • A self-starter, able to work on his/her own initiative with a proactive and flexible attitude

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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.