Advisory Support Specialist

1 week ago


Harrogate, North Yorkshire, United Kingdom IDEX Consulting Ltd Full time
Company Background

IDEX Consulting Ltd is a leading advisory group with a strong presence in the UK market. Our company has been featured in various press outlets due to significant acquisitions made in 2024, which looks set to continue in the foreseeable future.

About the Job

We are looking for a skilled Paraplanner to join our Harrogate base, where they will work closely with a dynamic team of Financial Planners. The successful candidate will have completed their Diploma in Financial Planning and possess excellent communication skills.

Key Responsibilities
  1. Draft suitability reports with guidance from Financial Planners, ensuring compliance with all requirements.
  2. Assist in interpreting adviser-client meeting notes and prepare suitable recommendations.
  3. Provide guidance to advisers on specific cases to ensure good consumer outcomes.
  4. Update workflow records to facilitate accurate management information production.
  5. Obtain data for existing policies and analyze research information using relevant software programs.
Benefits and Remuneration

The salary for this role is estimated at £40,000 + annual discretionary bonus. In addition, the company offers a hybrid working pattern that allows for flexibility and work-life balance.



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