Financial Paraplanner - Nottingham, United Kingdom - IDEX Consulting

Description

Are you a meticulous and analytical individual with a passion for finance and wealth management? Are you seeking an exciting opportunity to develop your career as a Paraplanner? My clients are a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients.

With a strong focus on delivering exceptional service and tailored advice, we take pride in helping individuals achieve their financial goals and secure their future.

As a Paraplanner you will play a vital role in assisting our financial advisors in providing high-quality advice and recommendations to our valued clients.

You will be responsible for conducting in-depth research, preparing detailed reports, and assisting with the creation of financial plans.

Your exceptional attention to detail, analytical skills, and strong understanding of financial products will be essential in ensuring accuracy and compliance with industry regulations.

Conduct thorough research and analysis to support financial planning recommendations
Collaborate closely with financial advisors to develop and refine financial plans
Ensure compliance with regulatory requirements and internal policies
Demonstrated experience as a Paraplanner or similar role within the financial services industry
Strong knowledge of financial planning principles and investment products
Outstanding attention to detail and ability to work with complex financial data
Relevant qualifications such as the Diploma in Regulated Financial Planning (DipPFS) or equivalent are desirable

Expand your knowledge and skills through ongoing professional development opportunities
Work in a modern and vibrant office located in the heart of Nottingham City
Competitive salary and comprehensive benefits package
Exciting opportunities for career progression within a rapidly expanding company
Visit the IDEX Consulting Ltd website for further opportunities.

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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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