Paraplanner

IDEX Consulting are working with a leading national financial planning firm looking to recruit an experienced Paraplanner to join their growing London based team.

Working closely with Financial Planners, you'll provide technical support by producing high-quality suitability reports, carrying out detailed research and helping deliver tailored financial planning solutions for clients.

Key Responsibilities Produce suitability reports across a range of advice areas.

Conduct research using Defaqto, FE Analytics and other systems.

Prepare illustrations, quotations and client documentation.

Support Financial Planners with complex case analysis.

Maintain accurate client records on the IO back-office system.

Keep up to date with regulatory and legislative changes.

About You Previous Paraplanning experience within an IFA or Financial Planning firm.

Diploma qualified or working towards it.

Strong technical knowledge of pensions, investments, tax and estate planning.

Excellent report writing and communication skills.

Experience with Defaqto, FE Analytics and IO is advantageous.

This is an excellent opportunity to join a respected national business offering hybrid working, career progression and a collaborative team environment.

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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.

Discipline(s):
Financial Services Job type:
Flexible / Work From Home