Job description
The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealth
- Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by compliance, technical and the investment team where appropriate
- Utilising all technology to produce accurate solutions for clients
- Carrying out relevant financial calculations on behalf of the Advisers, including CGT and AA
- Working with the Adviser to gather sufficient client information, including delegating appropriate information gathering tasks to client administration team
- Understand and apply all of the company's research systems
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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.
