Paraplanner

About the Practice
An independently owned wealth management partnership who are synonymous with investments and financial planning for over 200 years. They are a modern business built on traditional values of trust, integrity and service.
They provide an integrated offering that combines expert portfolio management and financial planning within a single focused enterprise. Managing over £7.5 billion in assets for private clients, families, trusts, charities and not-for-profit organisations, across the United Kingdom

The Opportunity
I'm looking for a skilled, technical Paraplanner to join the team in London. This is an exciting opportunity to be part of a growing, client-focused partnership where your technical insight, attention to detail and professional expertise will directly shape the quality of advice the Financial Planners deliver.
You'll work closely with the Financial Planning team to provide high-quality technical and research support to advisers, preparing detailed suitability reports, recommendations, and client documentation

Key Responsibilities

• Prepare client letters, proposals, and recommendation reports that align with compliance and ethical standards.
• Conduct in-depth technical research into products and providers to support advice and inform product panel reviews.
• Ensure all supporting documentation for advice is complete, accurate and appropriately filed.
• Identify and share updates on products or technical changes with relevant panel owners and team members.
• Provide general technical and administrative support as required to advisers and the wider planning team.

About You
We're looking for someone with a strong technical foundation, a meticulous approach, and the confidence to engage thoughtfully in financial discussions.
You will have:

• A CII Diploma in Financial Planning or CISI equivalent (minimum).
• Prior experience in a Paraplanning role within a wealth management or financial planning firm.
• Excellent verbal and written communication skills - able to explain complex investment ideas clearly and succinctly.
• Strong analytical ability with confidence working with data and drawing informed conclusions.
• A collaborative mindset with the confidence to challenge ideas constructively and think independently.
• Excellent organisational skills, accuracy, and attention to detail.
• Strong IT literacy.

Why Join?

• Hybrid working - a blend of collaboration in the London office and flexibility to work remotely.
• A competitive salary (up to £75,000) plus discretionary bonus and excellent benefits.
• A supportive, close-knit culture that prizes teamwork, integrity and long-term thinking.
• Opportunities for career progression and continued professional development.
• The satisfaction of working in a firm where your expertise directly contributes to client outcomes and firm growth.

Apply Now
If you're a technically strong Paraplanner looking to join a respected, growing firm that values expertise, independence and integrity, we'd love to hear from you.

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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.