One of our key clients is seeking a Paraplanner to join their busy offices based in Doncaster.
Due to continued growth, the business has seen increased Headcount in 2024 with this expected to continue through 2025.
Duties include;
- Preparing and maintaining client files and client reviews
- Building cash flow models
- Preparing recommendations and suitability reports
- Identifying areas for planning
- Undertaking research both independently and with the Financial Planner to identify suitable solutions for clients
The successful candidate will have recent and relevant experience within a similar role, along with having achieved their Level 4 Diploma qualification.
What's in it for you?
- 28 days holiday + statutory holidays + birthday day off
- Further study support available
- Hybrid working pattern
- Competitive bonus structure
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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.