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Job description
Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?
Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.
If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you.
The role:
You must be a minimum Level 4 qualified and have previously worked as a Paraplanner, have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business
This is a unique opportunity not to be missed and will offer the gateway to full Financial Planning.