Paraplanner

Purpose
Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients.

Responsibilities

• Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings and completing the relevant post meeting documentation
• Creating statements of suitability for clients post meeting and ensure the annual review process is
• Producing new business reports including ISA/GIA top ups and pension transfers
• Create ad hoc letters for clients including fund switches and withdrawals
• Support the Advisers with new business processing and on-boarding journey on the CRM system
• Maintain compliant advice files in Practice Management System (Xplan)

About You:

• Diploma in Financial Planning (CII Level
  4) or working towards
• Proven experience in a paraplanning/report writing role
• Comfortable using MS Word/Excel; experience with Xplan is desirable

What's on Offer:

• Competitive salary
• Hybrid working
• Supportive team culture with a strong focus on development
• Career progression within a respected and growing firm

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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.