Paraplanner

Posted 6 April by IDEX Consulting Ltd Easy Apply

My client are a highly respected award winning chartered financial advisory practice looking for Paraplanners to join their office in Huddersfield. The role is due to expansion of the business and will be supporting their team of highly qualified and experienced Advisers.


The role

  • Providing support services to Advisers
    • Including researching into products and funds
    • Providing quotations to support advice
    • Writing suitability letters to clients


The person

  • Working towards Level 4 Diploma in Financial Planning or obtained
  • Wide variety of systems used in the wealth management environment
  • Strong communication skills to deal with stakeholders, clients and colleagues
  • Exceptional organisation skills and the passion and drive to take on new challenges
  • Flexible approach to learning
  • Attention to detail

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.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning

Reference: 34847858

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