Senior Financial Planning Associate
9 hours ago
Are you a motivated and experienced Paraplanner looking to accelerate your career in financial planning? IDEX Consulting Ltd is seeking a skilled individual to join their team as a Senior Financial Planning Associate.
We are working with a practice of Chartered Financial Planners who are looking to hire an experienced Paraplanner. This role offers a unique opportunity to work with UHNW individuals from successful entrepreneurs, business leaders, family trusts, and corporate clients.
Your primary responsibility will be to support the IFA by helping them build and develop effective working relationships with their clients, providing excellent customer service, and keeping the client informed every step of the process.
This is a hybrid working role that requires you to be in the office 3 days a week, with flexibility in start and finish times once core hours are completed.
To succeed in this role, you will need at least 3 years of experience working within a Financial Planning business firm and hold a minimum of the Level 4 Diploma or be close to achieving it. Ideally, you should be working towards chartered status.
This role could also offer a pathway into a financial advising role in the future, making it an ideal career move for ambitious professionals.
The estimated salary for this position is £52,000 - £72,000 + excellent benefits.
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