Wealth Management Support Associate
2 weeks ago
We are IDEX Consulting Ltd, a leading provider of bespoke financial planning services. We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. This is a fantastic opportunity to join a dynamic and ambitious company, working with high net-worth clients and delivering tailored solutions that meet their unique needs.
Responsibilities:
Providing administrative support to advisers and other teams
Conducting research and analysis to inform client recommendations
Developing and maintaining accurate and comprehensive reports
Collaborating with colleagues to ensure seamless delivery of client projects
Requirements:
Level 4 Diploma qualification in financial planning
Excellent communication and interpersonal skills
Ability to work effectively in a team environment
Strong analytical and problem-solving skills
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