Join IDEX Consulting as a Senior Paraplanner in London, where you will provide essential technical support to Financial Advisers, creating compliant financial planning recommendations and suitability reports. Your expertise across pensions, investments, and tax planning will ensure high-quality service while mentoring junior paraplanners. The role requires strong analytical skills and a commitment to regulatory compliance.
We are dedicated to diversity, equity, and inclusion, fostering a professional culture where everyone can thrive while contributing to excellent client outcomes.
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We are dedicated to diversity, equity, and inclusion, fostering a professional culture where everyone can thrive while contributing to excellent client outcomes.
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