Paraplanner (Pensions Management)
4 weeks ago
They are looking for an individual that holds their level 4 diploma as a minimum and ideally working towards their advanced qualifications and has strong experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
To assist the 2 Financial Planners 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
Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
Obtain applications, key features documents, fact-sheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
Strong understanding of the Financial Planning process
Excellent planning and organisational skills
This is a unique opportunity for a Paraplanner in Hertfordshire to join a firm where you will play a significant part in the financial planning team and help develop the client offering.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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