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Remote Paraplanner

IDEX Consulting Ltd
Job LocationBristol
EducationNot Mentioned
Salary£35,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

A fantastic opportunity has become available for a remote Paraplanner to join one of the UKs leading independent financial advisory and wealth management firms. As this progressive firm grows and evolves an excellent opportunity is available to furtheryour career and technical knowledge.Benefits of joining this business;

  • Fully remote role
  • Get paid for further studies
  • Examinations, training and development funded by employer
  • Full employee benefits package including health and flexi-bens
  • Bonus scheme
  • Great flexible holiday allowance 25+ that rises with service
Role responsibilities include;
  • Developing a thorough understanding of advice guidance, as and when delivered
  • Participating in and delivering comprehensive financial research
  • Preparing and delivering bespoke advice reports, within set SLAs, to clients through the analysis of existing portfolios and comparison against suitable benchmarks
  • Producing, when required complex calculations
  • Participate in research projects
  • Assist junior members of staff
The ideal candidate:
  • Diploma in Financial Planning
  • Experience in an IFA environment, demonstrating quality communication
  • A high standard of written and numerical skills
  • An ability to demonstrate report-writing skills
  • A high level of accuracy and attention to detail
For further information on this remote Paraplanner role please click apply.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Keyskills :
Paraplanning Paraplanner

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