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Job description

Are you an experienced Paraplanner looking for your next challenge in the industry?

Do you want to work for one of the leading practices in the financial planning sector in London?

I'm looking to speak to ambitious and skilled Paraplanners who would like to work for a growing Adviser firm in the city. Within the role you will be responsible for technical research and report writing whilst directly supporting highly successful Financial Planners.

An ideal applicant would have some (if not all) of the following:

  • Strong team player
  • Comprehensive understanding of Income Tax, CGT, IHT, Trusts and DC pension transfers
  • Working Knowledge of Critical Yield calculations
  • Knowledge in other areas such as protection, IHT and Tax Efficient Investments
  • Knowledge of industry regulations including RDR and Consumer Duty and a desire to maintain knowledge
  • Knowledge of industry Client Relationship Management (CRM) tools
  • Diploma level 4 qualification (experience will be taken into account if you don't however)

If you are considering where your paraplanning career could take you then I would welcome the opportunity to speak with you about this opportunity.

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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.