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Job description

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving financial advice practice near Amersham. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.

I am looking for a candidates with previous technical experience in a Paraplanner role and this can be from a whole of the market or restricted advice background

You should will ideally be Diploma qualified, or working towards this qualification (however experience is the key part of this application)

Your main role will involve research and report writing and as such you will be a competent suitability report writer and must have experience of writing varied reports on different products and services.

If this opportunity sounds like it could be of interest then please click apply and we will be in touch if your application is successful.

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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.