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Financial Planning Assistant

2 months ago

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

IDEX Consulting Ltd is seeking a skilled Paraplanner to join their team. The successful candidate will be responsible for preparing pre-approval documentation prior to report writing. The company offers a hybrid / flexible working arrangement, including study support to become chartered for those who wish to pursue this goal. Key responsibilities include preparing pre-approval documentation and working towards becoming a chartered professional. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity. The company is committed to providing a supportive environment that allows employees to grow and develop their skills. As a Paraplanner, you will play a vital role in supporting the financial planning process and contributing to the company's success. We are looking for a team player who is able to work independently and as part of a team. If you are a driven and organized individual with a strong work ethic, we would like to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information].