Financial Planning Assistant

3 days ago


Reading, Reading, United Kingdom IDEX Consulting Ltd Full time £40,000
Paraplanner Opportunity

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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