Paraplanner

Updated: May 04, 2024 07:45 AM GMT

IDEX Consulting Ltd

Bath

Are you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplanner to join their team in Bath on a permanent basis.

As a Paraplanner with us, you will play a pivotal role in supporting our Financial Planning team by leveraging your comprehensive understanding of core financial planning solutions. Your responsibilities will include crafting robust financial plans, providing guidance to junior team members, and collaborating closely with our administration team to ensure the seamless processing of new and existing business.

To thrive in this role, you must possess a CII Level 4 Diploma in Regulated Financial Planning or equivalent, coupled with previous experience as a Paraplanner. Your exceptional communication skills, coupled with a keen eye for detail, will be... More Detail