Are you a Paraplanner who is looking to work with chartered individuals who deal with cash flow modelling? Who has a focus on the client and providing the best advice?
My client are based in the heart of South Yorkshire, Sheffield and are a chartered practice who are looking for a Paraplanner to join them to work within their successful team. The role will allow you to focus on high net worth clients and research all areas including pre and post retirement scenarios. You will be expected to understand compliance and work within the regulations.
To be successful in application for this role you must hold the CII Level 4 in Financial Planning or equivalent and have a strong understanding and experience in a previous Paraplanner role. You must be a driven individual who is looking to succeed in the industry as their are strong progression routes available within the company.
In reward you will gain a salary of up to £45,000 as well as an impressive employee benefits package.
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.
- Para Planner
- para planning