Financial Planning Professional

2 weeks ago


London, Greater London, United Kingdom IDEX Consulting Full time

We are seeking a highly skilled Paraplanner to support one of our experienced IFAs in delivering exceptional client service and building strong working relationships with UHNW individuals, successful entrepreneurs, business leaders, family trusts, and corporate clients.

This role requires a deep understanding of complex financial planning advice, including high-net-worth tax planning, estate planning, and pension administration.

The ideal candidate will have at least 3 years of experience within a Financial Planning firm, holding a minimum Level 4 diploma and ideally working towards Chartered status.

Salary: up to £60,000 per annum. Benefits include 4% Pension, Group Life cover, discretionary bonus, and Medi cash plan.

This is a hybrid working role, requiring office presence 3 days a week. The opportunity may also offer a pathway into financial advising, accelerating your career in paraplanning or financial advising.

Benefits:
  • Salary: up to £60,000
  • 4% Pension
  • Group Life cover
  • Discretionary bonus
  • Medi cash plan


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