Paraplanner: Strategic Financial Planning Support

1 week ago


Wakefield, United Kingdom IDEX Consulting Ltd Full time

A reputable financial advisory firm is seeking a Paraplanner to join their Wakefield-based team. This role involves assisting the Financial Planner with client advice, conducting research on investment funds, and preparing financial plans. The ideal candidate will hold a Level 4 diploma, possess a good understanding of the financial planning process, and demonstrate strong interpersonal and customer service skills. Competitive remuneration package offered.
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