Paraplanner Specialist

**Job Summary**

We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.

**Key Responsibilities**

• **Client File Management**: Maintain accurate and up-to-date client files, ensuring all relevant information is readily available for Financial Planners.
• **Cash Flow Modeling**: Develop and maintain cash flow models to help clients achieve their financial goals.
• **Recommendations and Reports**: Prepare comprehensive recommendations and suitability reports for clients, identifying areas for planning and optimization.
• **Research and Analysis**: Conduct research, both independently and in collaboration with Financial Planners, to identify suitable solutions for clients.

**Requirements**

• Recent experience in a similar role, preferably within the financial services industry.
• Hold a Level 4 Diploma qualification in a relevant field.

**What We Offer**

• **Competitive Package**: A competitive salary and bonus structure, reflecting your value to our team.
• **Hybrid Working**: Enjoy a flexible working arrangement, balancing office and remote work to suit your needs.
• **Professional Development**: Opportunities for further study and professional growth, supporting your career advancement.

**About Us**

IDEX Consulting Ltd is a leading provider of financial planning services, committed to delivering exceptional client experiences. Our team is dedicated to creating an inclusive and supportive work environment, where everyone can thrive.