IDEX Consulting Ltd
York, UK
Due to a recent acquisition, my client is seeking a Paraplanner to join their offices based in York. You'll be joining a well-established group that is going from strength to strength with presence across the UK. This role will suit either an experienced Paraplanner or somebody who is perhaps working as a technical administrator/junior Paraplanner and looking to progress their career. The business has devised a development plan and, should this be your aspiration, offers a clear and realistic route to develop yourself into a Financial Advisor. What You'll Do Prepare high-quality, compliant financial planning reports Conduct detailed product, fund, and market research Collaborate with advisers to deliver bespoke, client-focused solutions Manage, train, and mentor a local technical team Contribute to continuous process and reporting improvements What We're Looking For Studying towards or achieved Level 4 Diploma status Strong technical expertise across pensions,...
