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Job description

Are you passionate about financial planning and seeking a role where your expertise can shine? Join a dynamic team as a Paraplanner with an industry leader in financial services.

As a Paraplanner at our esteemed firm, you will embark on a fulfilling journey of research, analysis, and client service.

Working closely with our seasoned financial advisers and support teams, you'll craft tailored recommendations and ongoing strategies for our diverse clientele.

Our Paraplanners are the backbone of our operation, armed with extensive technical knowledge and a dedication to excellence. With experience in paraplanning and a commitment to ongoing professional development, you'll thrive in our collaborative environment.

Day-to-day, you'll delve into financial research, conduct portfolio analysis, and craft meticulous reports-all while ensuring compliance with industry regulations. Your efforts will directly impact our clients' financial well-being, making a meaningful difference in their lives.

In return for your dedication, we offer a competitive salary, generous holiday allowance, and a comprehensive benefits package. From funded exams to employee assistance programs, we invest in your growth and well-being, fostering a supportive culture where you can truly flourish.

Join us at the forefront of financial planning and embark on a rewarding career with endless opportunities for growth and fulfillment. Apply now to become a valued member of our team!

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.