Paraplanner
IDEX Consulting
- Leeds
- £42,000 per year
- Permanent
- Full-time
- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
- Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives
- Conduct fund research
- Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
- Preparation of fund switch and encashment letters according to advice provided
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
- Liaise with Product Providers / Third Parties regarding any technical queries
- Level 4 diploma qualified
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Customer service skills - providing an excellent service to the adviser and client
- Excellent planning and organisational skills
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of role
Holiday - 25 days + Bank holiday and extra for each years service up to 28.
x4 DIS
Group Pension
PMI
Cash Plan
Income ProtectionPlease note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.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.