Hybrid Working Role

1 week ago


London, Greater London, United Kingdom IDEX Consulting Full time

We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd, where you will have the opportunity to work on complex financial planning cases with UHNW individuals and corporate clients.

About the Job

This is a hybrid working role that offers flexibility in start and finish times while ensuring core hours are completed. You will be directly supporting one IFA by building and developing effective working relationships with clients, providing excellent customer service, and keeping them informed throughout the process.

Key Responsibilities
  • Supporting IFAs in client relationship building and customer service
  • Keeping clients informed throughout the financial planning process
Requirements and Salary

We are looking for a candidate with at least 3 years of experience working within a Financial Planning business firm and holding a minimum of the Level 4 Diploma. Ideally, you should be working towards Chartered status or already have it. The estimated salary for this role is around £60,000 per year, depending on location and experience.

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

At IDEX Consulting Ltd, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.



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