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Form of workHighly thought of IFA practice is seeking a new Paraplanner for the team.
This is a really exciting opportunity for someone who wants to develop in a more technical capacity or wants to become an IFA themselves as the firm are very hands on at progression.
It would be advantageous if you have experience and knowledge of working with pensions, in particular flexible drawdown.
Part of the role will be to provide assistance to advisers in processing ongoing client review work.
Duties will initially include: · Assisting client reviews, Helping with tax year end planning, Gathering information for client meetings, Technical research, Processing withdrawal requests and fund switches, drafting bespoke suitability reports.
Technical report writing and research using a variety of systems and platforms.
You do not have to have full diploma (but you must have started), however they would progress you to diploma and beyond. to Chartered.
You must have paraplanning experience to be successful in your application.
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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.
