Are you an experienced, technical Paraplanner who is either currently working in the UHNW space or is keen to make that jump into it?

Do you have ambitions to ultimately move into a financial advisory position dealing with mass affluent clients within specialist advice areas such as sports, media and entertainment?

I have a rare opportunity for an aspiring Financial Planner who is currently working in a Paraplanner/client management role. You must be extremely comfortable and confident dealing with clients and be happy working towards a gradual progression into advice.

You will be level 6 qualified or with a clear pathway towards attaining this.

This is a relatively new specialism within the practice and joining the division at this key time of growth ensures you would be one of the key members of the team in the coming years.

I can't speak highly enough about the opportunity so contact me confidentially for full information on the company and role.

David.elders@idexconsulting.com 07407626734

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.