About the Company
We are a premier, nationwide independent financial advice firm dedicated to delivering high-quality, tailored wealth management strategies. To support our ongoing growth and ensure total discretion during our talent acquisition process, we are keeping our brand confidential during the initial recruitment phase. We pride ourselves on a nurturing workplace culture that values teamwork, professional development and community impact.

The Role
We are looking for an analytical and detail-oriented Paraplanner to join our established London team. Working closely with our Financial Advisers and client support staff, you will research market trends, analyze portfolios and write high-quality suitability reports. You will have the opportunity to work on a diverse range of client cases, ranging from straightforward to highly complex financial structures.

Key Responsibilities

• Financial research: conduct thorough research on clients' existing and recommended financial planning arrangements to align with their specific objectives
• Portfolio analysis: undertake investment portfolio and asset allocation analysis tailored to the client's stated attitude to risk
• Documentation & illustrations: compile accurate investment, pension and protection illustrations, projections and supporting documentation
• Report writing: write technical, accurate suitability reports and client service agreement letters
• Compliance & regulation: review client files to ensure strict compliance with FCA regulations and internal company policies

Required Experience & Skills

• Experience: previous direct experience working in a paraplanning role within financial services
• Qualifications: possession of several financial planning (R0) units, with a clear commitment to completing the level 4 Diploma in Regulated Financial Planning
• Technical rigour: a keen eye for detail and the ability to handle complex independent financial research
• Collaboration: a strong team player who is willing to go above and beyond to support colleagues with urgent or complex workloads
• Pace: ability to thrive and maintain accuracy within a fast-paced professional environment

What We Offer

• Performance-related annual bonus opportunity
• 25 days holiday + bank holidays + your birthday off
• Full exam funding and paid study leave to support your route to Diploma or Chartered status
• Life assurance (4x salary)
• Comprehensive induction and tailored training program
• Flexible benefits package (including Cycle to Work, holiday purchase schemes and an Employee Assistance Programme)
• Two paid volunteering days per year to support the local community

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.