Paraplanner (Pensions Management)

3 weeks ago


England, United Kingdom IDEX Consulting Full time

Our clients are looking for a Paraplanner in York to join a growing financial planning firm that offer hybrid working.
They are looking for an individual that holds their level 4 diploma and has 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 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
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, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
Good understanding of the Financial Planning process
Excellent planning and organisational skills
Visit the IDEX Consulting Ltd website for further opportunities. 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 Mission
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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