Job description
Are you a highly experienced Paraplanner ready to take the next step into leadership?
This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture.
You'll be joining a well-established investment and pensions advisory business with an excellent reputation for serving ultra-high-net-worth clients and business owners.
What You'll Do
- Prepare high-quality, compliant financial planning reports.
- Conduct detailed product, fund, and market research.
- Collaborate with advisers to deliver bespoke, client-focused solutions.
- Manage, train, and mentor a local technical team.
- Contribute to continuous process and reporting improvements.
What We're Looking For
- QCF Level 4 qualified (support provided to Level 6 / Chartered).
- Strong technical expertise across pensions, investments, estate & tax planning.
- Intelliflo (Intelligent Office) experience essential.
- Proven ability to lead, prioritise, and communicate effectively.
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.
