Job description
Are you an experienced Paraplanner or Trading Administrator seeking the next step in your career? This is a rare opportunity to join a multi-award-winning, progressive financial planning firm that is recognised for delivering exceptional client service and industry-leading advice.
This role is ideal for someone with strong trading expertise who enjoys a varied mix of responsibilities, including trade execution (70-80%) and high-level paraplanning. You will work closely with Advisers and the Paraplanning Manager, supporting complex financial strategies and ensuring smooth operational processes.
Key Responsibilities:
- Execute and settle trades accurately and efficiently via platforms such as Fusion and SEI Trading engine, ensuring compliance with tight deadlines
- Collaborate with Advisers and the Paraplanning Manager to produce high-quality suitability reports and assist with the preparation of advice documentation
- Act as a technical resource to the planning team, ensuring seamless client service
- Stay up to date with product, process, and regulatory changes to maintain high compliance standards
Key Requirements:
- Experience in Paraplanning or a similar technical Administrator role, with strong trading knowledge
- Proficiency with trading platforms such as Fusion and SEI
- Level 4 Diploma qualified (or near completion)
- Exceptional attention to detail and the ability to work under pressure and to strict deadlines
- Strong communication and collaboration skills
What's on Offer?
- Join a forward-thinking, multi-disciplinary team where career development and technical excellence are a priority
- A collaborative, inclusive culture that encourages innovative thinking
- Competitive salary, benefits
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.
