Jobs

    Financial Paraplanner - West Yorkshire, United Kingdom - IDEX Consulting

    IDEX Consulting
    IDEX Consulting West Yorkshire, United Kingdom

    1 week ago

    Idex Consulting background
    Description
    We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.
    Establishing and building strong relationships with clients
    Building cash flow models.
    Identifying areas for planning
    Preparing information/comparisons for analysis by Planner
    Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order

    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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