IDEX Consulting
Paraplanner
45 000 – 55 000 £
all compliance processes and procedures (T&C, financial crime, anti-money laundering, data protection, conflicts of interest, record
all compliance processes and procedures (T&C, financial crime, anti-money laundering, data protection, conflicts of interest, record
taking ownership of complex cases, supporting Advisers at a high level and mentoring junior colleagues while maintaining... Providing guidance and day-to-day support to Junior Administrator…
Our client is a well-established and highly regarded independent financial planning firm that prides itself on delivering exceptional client service. Due to continued growth, they are looki…
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