IDEX Consulting in the United Kingdom seeks an experienced Paraplanner to join our established technical team. You will support Financial Advisers with detailed research, analysis and high‑quality report writing to ensure compliant financial planning recommendations for a diverse client base.
Key duties include researching existing and proposed arrangements, analysing portfolios, preparing illustrations and documentation, and producing suitable recommendations.
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Our team is growing, and we are hiring a Ambitious Paraplanner - Technical Research & Reports in Cambridge, England, United Kingdom.
Full responsibilities and requirements are described in the listing above.
Learn more about the Ambitious Paraplanner - Technical Research & Reports role in the description above.
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