Financial Planning Assistant
3 days ago
We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd.
Key Responsibilities:
- Preparing pre-approval documentation prior to report writing
- Supporting the development of financial plans and strategies
- Collaborating with our team to deliver high-quality services to clients
About the Role:
This is a fantastic opportunity for a motivated and detail-oriented individual to join our team and contribute to the success of our clients.
What We Offer:
- A competitive salary of £40K DOE
- A hybrid / flexible working arrangement
- Study support to become chartered
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
How to Apply:
Please submit your application, including your CV and a cover letter, to us.
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