Part Qualified Paraplanner
IDEX Consulting
Birmingham, West Midlands
3d ago

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 or 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, conduct technical research and analysis, review client files upon completion of business and provide 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.

Currently working towards financial services qualifications desirable.

You will have or have a desire to achieve financial planning qualifications, have excellent communication, both written and verbal and attention to detail is essential to succeed.

If you want to talk over and don't have a CV no problem.

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.

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