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    Financial Paraplanner - Birmingham, United Kingdom - IDEX Consulting

    IDEX Consulting
    IDEX Consulting Birmingham, United Kingdom

    Found in: Jooble UK O C2 - 4 days ago

    Idex Consulting background
    Description

    Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity.

    The primary duties for this role includes research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.

    This role offers full flexibility to work from home or from offices in central Birmingham.
    Prepare suitability reports across a wide range of financial planning and investment solutions
    Work closely with the Financial Planner to ensure the correct client centric outcome
    Attend client meetings supporting Financial Planners
    Report writing skills
    This role comes with an excellent salary and benefits package.
    Remote working or hybrid working available.
    Visit the IDEX Consulting Ltd website for further opportunities.

    For full information on how we use your data, please visit the IDEX Consulting 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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