IDEX Consulting Ltd is seeking a Paraplanner to join their financial planning practice located in central London. This role allows for a hybrid work model, with 2 days to work from home each week.
The ideal candidate must hold level 6 qualifications and possess at least 4 years of experience. Responsibilities include writing engagement letters and suitability reports, managing client contributions, and preparing various financial reports.
This position not only offers a competitive salary but also provides opportunities for career advancement in financial advice.
#J-18808-LjbffrSenior Paraplanner - Hybrid Role with Path to Financial Advice employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
