Paraplanning Expert

5 days ago

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

Exciting Paraplanning Role

Competitive annual salary: £40,000 + discretionary bonus

Flexibility to work from home or office

IDEX Consulting Ltd requires an experienced Paraplanner for their expanding team in Harrogate. This chance allows individuals to grow professionally within an innovative Advisory group experiencing notable success through strategic acquisitions.

The chosen candidate will collaborate with an enthusiastic team emphasizing collaboration and accountability. Responsibilities comprise:

  • Crafting comprehensive suitability reports guided by Senior Financial Planners
  • Supporting Advisers in meeting analysis and offering recommendations
  • Offering detailed insights on case specifics to achieve excellent consumer outcomes
  • Maintaining precise records for efficient reporting purposes
  • Utilizing software tools to analyze existing policies and research new opportunities

The position demands completion of the Diploma in Financial Planning and dedication to outstanding performance.

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