IDEX Consulting is seeking a Paraplanner to join the team in Blackpool. The role involves paraplanning support for Planners, researching client scenarios, and preparing suitability reports to back up financial recommendations.
You will handle onboarding paperwork, arrange meetings, and act as a first point of contact for clients while maintaining compliance and thorough documentation.
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As a Paraplanner – Hybrid, Research-Driven Client Reports, you will play an important part at IDEX Consulting in Lancashire, England, United Kingdom.
We are seeking a motivated Paraplanner – Hybrid, Research-Driven Client Reports to join IDEX Consulting in Lancashire, England, United Kingdom.
Consider building your career as a Paraplanner – Hybrid, Research-Driven Client Reports at IDEX Consulting.
The Paraplanner – Hybrid, Research-Driven Client Reports position in the Finance, Legal field is open for applications.
We have an opening for a Paraplanner – Hybrid, Research-Driven Client Reports in Lancashire, England, United Kingdom within Finance, Legal.