IDEX Consulting Ltd is seeking an experienced Paraplanner to join their growing wealth management firm in Preston. This role involves supporting advisers in delivering holistic, client-focused financial planning solutions. Responsibilities include preparing suitability reports, conducting detailed research, and collaborating closely with advisers. The ideal candidate will have QCF Level 4 qualification and strong analytical skills. Benefits include 25 days holiday, study support towards Level 6, private medical insurance, and a flexible benefits hub.
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