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Financial Planning Assistant

  • Salary: £30000 - £35000 per annum
  • Location: London
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    24 Jan 2018
  • Job reference: 30284

An opportunity to join a leading independent provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporate professional practices, and non-profit organisations.

Purpose of role:

To provide administrative and planning support to nominated Financial Planners, Associates Directors and Partners. This is a non-advisory role.

  • Strong academic history
  • Relevant professional qualifications an advantage, although not essential

Key experience/skills:

  • Excellent time management and organisational skills
  • Excellent communication skills, both written and oral
  • Ability to work well in a pressurised environment with the ability to prioritise
  • Working knowledge of Microsoft Office packages
  • Strong literacy and numeracy skills

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: