A leading Financial Advisory and Accountancy firm with a strong presence across the north of England and Scotland has an exciting opportunity for a Paraplanner to join their growing team.
Due to movements within the team structure, this is a newly created opportunity and will allow for strong development and exposure within a high performing team.
This role will suit an individual who is studying towards or recently completed their Diploma qualification, or perhaps qualified by experience - having recent and relevant experience within a Paraplanning capacity.
Duties include:
* Conducting required research to produce all kinds of advice for new or existing clients
* Compiling suitability letters based on the advice being given
* Processing new business
* Supporting Financial Planning Consultants and Financial Planning Assistants with the development of their technical and research knowledge
In return, you will be part of a supportive environment with realistic pathways to progress (including study support), should this be your aspiration.
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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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