Paraplanning Professional

Company Overview:

IDEX CONSULTING LTD is a highly respected firm in the financial planning industry, renowned for its expertise in serving UHNW individuals, family trusts, and corporate clients.

Salary:

The annual salary for this position is estimated to be around £45,000 - £65,000, depending on experience and qualifications.

Job Summary:

We are seeking an experienced Paraplanner to support our IFA team in delivering exceptional client service and building strong relationships with clients.

Key Responsibilities:

• Supporting IFAs in client relationship management">
• Providing exceptional customer service and communication">
• Maintaining accurate records and documentation">
• Participating in team meetings and collaborating with colleagues">

Requirements:

Applicants should possess a minimum of 3 years of experience in a Financial Planning firm, hold a Level 4 diploma, and be working towards Chartered status. Strong communication and organizational skills are essential for this role.

Benefits:

This role offers a hybrid working arrangement, allowing you to balance your work-life requirements while contributing to the company's success. We also offer opportunities for career growth and development.