to facilitate the next stage of their exciting growth plans. This position would be the manage the Paraplanning Team whilst... Gathering and evaluation of MI to improve processes and outcomes The ideal applicant will have strong paraplanning experience...
IDEX Consultingmost suitable providers, products and investment funds to meet the client's needs To liaise with the T&C manager and designated... team leader to ensure that they are kept updated as to the nature of advice being passed through paraplanning To liaise...
IDEX Consultingto meet client needs and objectives. To provide support, where needed, to the Compliance and Technical Manager. Developing.... Experience working in a Paraplanning role. Achieved professional qualifications to at least Level 4 (Diploma in Financial...
IDEX Consulting