You will be supporting 3 advisers and working alongside another paraplanner to guide clients.
The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when needed.
A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley.
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
NEW to market
Thsi is a successful IFA fim with around 100 employees
Posted by IDEX Consulting Ltd • £35K/yr to £40K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.