Paraplanner - Southampton, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Southampton, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

We are actively working with a IFA in Southampton looking to bring on another Paraplanner into the team This is a leading provider in financial planning, with an established name who provide both individual and corporate client advise.

This role is suited to someone who already holds their level 4 diploma and have had exposure to all financial planning products.

Your role will be to support the advisers, work closely with your peers within the paraplanning team. You will be expected to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.


You will be involved in fund and market research to assist with our report writing and be able to analyse historic performance, charges and suitability to collaborate with the advisers and clients.


To be considered for this role you must hold your level 4 diploma as a minimum, you must have experience of working within a fast paced IFA firm.

Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

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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 measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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