Paraplanner - IDEX Consulting Ltd : Job Details

An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessibility to advice at the forefront of its offering They are looking for an individual that ideally holds their level 6 qualifications and has experience as a technical Paraplanner with a range of cases predominantly across investments, pensions (DB Transfers would be a plus) and life products. Your role will include but will not be limited to:

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives
• Conduct fund research
• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
• Preparation of fund switch and encashment letters according to advice provided
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
• Liaise with Product Providers / Third Parties regarding any technical queries

The ideal candidate will:

• Ideally be level 6 qualified or making strong progress towards
• Ideally STEP qualified (not a prerequisite if not)
• Experienced within DB Transfers
• Strong interpersonal skills, both written and verbal communication
• Customer service skills - providing an excellent service to the adviser and client
• Ability to work effectively to deadlines
• Accuracy and attention to detail to balance demands of role

This is a unique opportunity for a paraplanner in the London area to join a firm where they offer hybrid working and a genuinely supportive environment.

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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.