Paraplanner - Financial Planning Specialist

1 month 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 as needed.
  • 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.

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