Pensions Paraplanner Specialist

1 day ago


London, Greater London, United Kingdom IDEX Consulting Full time
About the Role

This is an exciting opportunity to join IDEX Consulting Ltd as a Pensions Paraplanner Specialist. In this role, you will be responsible for assisting senior financial planners in delivering high-quality financial advice to clients.

Key Responsibilities:

  • Provide technical support and guidance to senior planners in formulating advice to clients.
  • Conduct research and analysis of investment funds and financial products to meet client objectives.
  • Prepare detailed reports and presentations to support senior planners in client meetings.
  • Liaise with product providers and third-party companies regarding technical queries.

What You'll Need:

  • Minimum Level 4 diploma qualification in a relevant field.
  • Strong understanding of the financial planning process and its applications.
  • Excellent analytical and problem-solving skills.
  • Ability to work effectively under pressure and meet deadlines.

Salary and Benefits:

  • A competitive salary of £32,000 - £37,000 per annum.
  • The opportunity to work with a leading provider of financial planning services.
  • A range of benefits, including professional development opportunities and a supportive work environment.

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