Job Overview

Apply now We have an exciting opportunity for an experienced Paraplanner to work with an award-winning, leading wealth management firm in London.Role My client is looking for an experienced Paraplanner for the very exciting opportunity to work with the company's highest profile clients.Responsibilities Provide appropriate support for Financial Planning ManagersLiaise effectively with the administration teamFacilitate the smooth processing of new and existing businessProduce new business reports and reviewsSupport preparation of client review and new client meetingsSupport colleagues with client interaction and by developing an awareness of client management and advice processesSupport client delivery under the guidance of Financial Advisors/Planners To be successful you will need Has attained CII Level 4 Diploma in Regulated Financial Planning or equivalentExperience in a similar role and environmentAccuracy, numeracy, attention to detailAbility to meet deadlines/work within restricted timescalesCollaborative and inclusive approach to work If successful, you will benefit from A salary of up to £50,000Company benefits and employee rewards packageClear career development opportunities and progression pathwaysFlexible work environment This is an exciting opportunity to develop your career by working with very well recognised and leading name within the industry, who are looking for experience individuals that can be flexible and reliable team members. If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Key Requirements

paraplanning Para Planner Paraplanner Para-planner para planning