Are you an experienced Paraplanner (Chartered or making strong progress to be) who is looking to jump start your career and work for one of the top Wealth Management organisation in the UK?
We are looking to speak to ambitious, technical paraplanners who feel like development and progression just aren't available where they currently are.
Pro's of the role:
- Working in a small hub directly supporting 1 or 2 financial planners alongside experienced FP Administrators
- Directly client contact: You aren't just conducting research and churning out reports, you are an extension of the advice function with a hugely important part to play in the client relationship/development
- Working with varied clients, niche advice products (including international clients potentially)
- An environment where career progression is actively encouraged - opportunities to move from paraplanning into other roles including financial advice, pensions, investment management, compliance or operational management positions
- Flexible/ home working - in the age of ever increasing back to the office mentality this role still provides 3/4 days of home working per week should you desire it
- Incredible London city offices with a vibrant atmosphere, a superb social calendar and the opportunity to mix with like minded professionals inside and outside the office
We are looking to speak to strong, career minded individuals who are ideally chartered or have a set pathway to achieving this. You will be fully supported financially and with study time (alongside study peers). I can't speak highly enough of the firm, the opportunity and have numerous success stories to tell you of people I have placed into this business over the past 14 years.
All sounding good so far? Please apply confidentially or contact me on or
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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.