Posted by IDEX Consulting Ltd • £40K/yr to £45K/yr
Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team.
This firm focus on providing a high quality financial planning and investment management service.
You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
About the role
Develop financial planning strategies in line with the client's needs, goals and objectives.
General
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Edinburgh who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.
We are seeking a dedicated Administrator to join our team.
The successful candidate will be responsible for managing a mailbox, handling queries, and processing invoices so experience in these areas will be advantageous.