Hybrid Paraplanner for Growth-Driven Financial Planning
IDEX Consulting Ltd
A growing financial planning firm in London is seeking a Paraplanner to join their team. Responsibilities include assisting Financial Planners, reviewing client objectives, and preparing Financial Plans. Strong communication and customer service skills are essential for this position.
Last checked on April 23, 2026. We may earn a commission when you click through.
Hybrid Paraplanner for Growth-Driven Financial Planning
IDEX Consulting Ltd
Updated 3 months agoYou'll be redirected to uk.talent.com
About this role
A growing financial planning firm in London is seeking a Paraplanner to join their team. Responsibilities include assisting Financial Planners, reviewing client objectives, and preparing Financial Plans. Strong communication and customer service skills are essential for this position.
About the Company
IDEX Consulting Ltd is a growing financial planning firm based in London, known for its supportive work environment and focus on career development.
Key Highlights
- ✓ Assist Financial Planners in client management
- ✓ Review and prepare comprehensive Financial Plans
- ✓ Opportunity for career growth in a dynamic firm
- ✓ Hybrid working model for better work-life balance
- ✓ Collaborative team culture
💡 Honest Take: While the role promises growth and a positive work environment, candidates should be prepared for the demands of a fast-paced financial sector.
You'll be redirected to uk.talent.com
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