At a Glance
- Tasks: Support advisers and nurture client relationships through holistic financial planning.
- Company: IDEX Consulting, a leading firm in the UK financial sector.
- Benefits: Salary up to £50,000 plus benefits and professional development opportunities.
- Other info: Work independently in a dynamic environment with excellent growth potential.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Strong technical knowledge and level 6 qualification preferred.
The predicted salary is between 50000 - 50000 £ per year.
IDEX Consulting in the United Kingdom is seeking a Senior Paraplanner/Associate Financial Planner to support advisers, nurture client relationships, and deliver holistic financial planning.
You will prepare agendas, attend meetings, and produce detailed reports to guide decisions.
The role requires strong technical knowledge, cashflow modelling, and the ability to work independently.
A level 6 qualification is desirable, and the position offers a salary up to £50,000 plus benefits.
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Senior Paraplanner & Client-Facing Financial Planner in Alderley Edge employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
