Senior Paraplanner - Stoke-on-Trent, United Kingdom - IDEX Consulting Ltd
Description
My client is currently looking for a Senior Paraplanner to join their team in Stoke on Trent.They've got a team of Paraplanners and they're looking for a Senior Paraplanner to slot seamlessly into the group with a view of potentially leading the team in months time.
As a Senior Paraplanner you'll be expected to deal with the following:- Investment research
- Preparing and compiling financial analysis data
- Writing financial planning recommendation reports
- Client cashflow planning
- Being involved in some client meetings and helping design planning strategy for clients
- The client review process
- Making sure all regulatory and compliance standards are met
A few of the benefits:
- Great salary negotiable, dependent on qualifications and experience
- Generous holiday allowance 25 days holiday plus bank holidays
- Flexibleworking hours
- Fully funded Financial Services Exams
- Health MOTs
- Community and environmental work
- Loads of social shindigs
- A pretty impressive office
- Teamwork
- we work better when we all work together.
- Passion passionate people make the future brighter.
- Ambition always push yourself. But always be yourself.
- Community giving back today builds legacies tomorrow.
- Honesty every great business is built on honesty.
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