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An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 daysThis is not your average Paraplanning role, you will be working closely with the financial planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with Clients. This role will set you up for your future, and you will be provided with the opportunity to move into financial advice should this be your career aspirations.The ideal candidate will hold the level 4 diploma and have a minimum of 2 years as a Paraplanner.Key duties and responsibilities include:
- Attending Client meeting
- Writing Engagement Letters
- Request for information
- Writing suitability reports
- Keying stopping/changing/ starting contributions/withdrawals
- Completing provider forms
- Updating back office systems
- Update calculators
- Cash & Rebalance Reports
- Rebalancing
- Checking CGT Reports
- CF Calculations
- Phased Investments
- Update/Create event lists
For more information on this Paraplanning opportunity, please click apply and we will be in touch!
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
