Paraplanner - Birmingham, United Kingdom - IDEX Consulting Ltd

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

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client is a national firm of Financial Advisers with offices in central Birmingham who provide high quality financial planning and wealth management.

As part of their ongoing growth plan they are seeking a Paraplanner to join a supportive support team.

Responsibilities include performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms,overseeing annual reviews and client liaison.

On offer is a competitive salary and great benefits package. The role will be homebased with occasional travel to their central Birmingham office.
Interviews will be taking place shortly.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

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