Paraplanner - Financial Planning Specialist

3 weeks ago

London, Greater London, United Kingdom IDEX Consulting Ltd Full time
Paraplanner Opportunity at IDEX Consulting Ltd

We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in London. As a Paraplanner, you will play a crucial role in supporting our experienced Financial Planners in providing high-quality advice to clients.

Key Responsibilities:
  • Assist Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.
  • Review client objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
  • Conduct research and analysis of investment funds and financial products, considering client objectives.
  • Prepare Financial Plans, outlining clients' current positions, goals, and strategies for achieving them.
  • Liaise with Product Providers and Third Parties regarding technical queries.
Requirements:
  • Level 4 diploma qualification minimum.
  • Good understanding of the Financial Planning process.
  • Strong interpersonal skills, including written and verbal communication.
  • Customer service skills, providing an excellent service to advisers and clients.
  • Excellent planning and organisational skills.
  • Ability to work effectively to deadlines.
  • Accuracy and attention to detail.

We offer a unique opportunity for a Paraplanner to join a firm that values hybrid working and a supportive environment. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.

At IDEX Consulting Ltd, we strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise the importance of diversity and are committed to driving conscious inclusion across our business.

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