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Senior Financial Planner
2 months ago
Exciting Opportunity in a Niche Financial Planning Business
Idex Consulting is seeking a highly skilled Senior Paraplanner to support one financial planner in providing top-notch services to clients with £1m - £5m portfolios.
Key Responsibilities:
- Analyse and prepare financial reports with precision using the IO system.
- Assist in developing financial plans and investment strategies.
- Deliver exceptional customer service, ensuring tasks are completed accurately and on time.
Ideal Candidate:
- Experienced in handling HNW individuals and proficient in report writing.
- Organized, detail-oriented, and possess excellent analytical skills.
- Diploma qualified or working towards it in the financial industry.
This role offers a high salary, hybrid working, and further qualification support. Idex Consulting is a relaxed and supportive environment that values its employees' growth and development.
