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IDEX Consulting Ltd
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Birmingham, West Midlands
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
You will already be supporting Wealth Planners but looking for that next step up. This opportunity is to work in one of the top financial planning teams in the Midlands. Offering outstanding training, funded qualifications and pathways into advice, management or career Paraplanner roles. You will have the opportunity to build upon your existing knowledge. The day to day role will involve: writing technical recommendation reports, conducting technical research and analysis, reviewing client files upon completion of business and providing relevant documentation ahead of client meetings. You will benefit from an experienced management team and culture built on shared knowledge throughout the business and working together as a team. The company guarantees each employee a stable environment and the opportunity to develop their business skills. You will have or be close to achieving Level 4 Diploma, have excellent communication, both written and verbal, and attention to detail is essential to succeed. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.