A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Junior Paraplanner to their team in Witney.
You will be responsible for the providing technical support to the team of Financial Planners who are well qualified, producing high quality reports, recommendations and product research will be key drivers of the role.
Main duties and responsibilities:
The individual they are looking to appoint must have experience of working within an IFA environment. You will be Diploma/Level 4 qualified or working towards this.
As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses.
Company Name: IDEX Consulting Ltd.
Address: The Colmore Building 20 Colmore Circus, Queensway Birmingham B4 6AT, , UNITED KINGDOM
Company Website: https://www.idexconsulting.com/
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