Paraplanner (Pensions Management)

4 weeks ago


London, United Kingdom IDEX Consulting Full time

An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessibility to advice at the forefront of its offering
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner with a range of cases predominantly across investments, pensions and life products.
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
Good understanding of the Financial Planning process and an interest in utilising new technology in the role
This is a unique opportunity for a Paraplanner in the London area to join a firm where they offer hybrid working and a genuinely supportive environment.
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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