Job description
Do you want to work for an award winning financial planning practice in central London?
Are you an experienced paraplanner who has existing client facing exposure or have the skills to develop into a client facing paraplanner role?
Do you have an interest in ultimately becoming a financial advisor?
This opportunity focuses on supporting one specific financial planner in all aspects of research and report writing but alongside this you will attend around 90% of client meetings and often present your reports to the clients directly. You must be confident and comfortable dealing with clients face to face and have the technical proficiency to be able to understand and clearly articulate your findings to the clients.
I'm ideally looking to speak to paraplanners who are level 6 qualified or on the pathway to achieving. Experience however will always be taken into account.
This position offers exposure to all aspects of the modern paraplanning role and also offers a clear pathway into becoming a full Financial Advisor within the practice too.
Salaries of up to £65,000 are on offer plus excellent benefits, hybrid working, exam support and quality training whilst working with highly successful colleagues in a practice that has secured a number of industry awards.
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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.
