Paraplanning Manager

☞ IDEX Consulting Ltd

View: 102

Update day: 18-05-2024

Location: Sherborne South West

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

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Job content

We are working closely with a wealth management business in Sherborne, Dorset who are actively recruiting for a new Senior Paraplanner to join and head up the paraplanning function within the business. This role has the opportunity for you to grow this department and manage a small team.Your role will include drawing up client suitability reports, preparing annual review information and ensuring that client queries and requests are handled accurately and promptly.The ideal individual will hold the level 4 diploma (or be very close to obtaining) and have a good level of experience within a paraplanning role.This role offers hybrid working, 3 days a week in the office, 2 from home.For more information on this senior paraplanning opportunity in Sherborne please click apply.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion MissionAt IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Deadline: 02-07-2024

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