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Job description

Well respected IFA practice is seeking a new Paraplanner for the team.

This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team.

It would be advantageous if you have experience and knowledge of working with pensions, in particular flexible draw-down.
Part of the role will be to provide assistance to advisers in processing ongoing client review work.

Duties will initially include:

  • Assisting client reviews, Helping with tax year end planning
  • Gathering information for client meetings
  • Technical research
  • Processing withdrawal requests and fund switches, drafting bespoke suitability reports

Technical report writing and research using a variety of systems and platforms.

Looking ideally for someone Diploma and beyond.

You must have paraplanning experience to be successful in your application.

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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.