Paraplanner

Updated: April 17, 2024 12:06 PM GMT

IDEX Consulting Ltd

Mansfield

Paraplanner – Part home based

Up to £45,000

Mansfield

An opportunity has become available for part qualified/Diploma qualified Paraplanners in Nottingham.

To join a growing financial planning firm that offer hybrid working, 3 working from home and can offer some flexible working with start and finishing times!

They are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.

Your role will include but will not be limited to:
• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance
• Provide research and analysis of investment funds and financial products, whilst... More Detail