Paraplanner
1 week ago
Paraplanner | Harrogate
£40,000 + annual, discretionary bonus
Hybrid working pattern
IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base.
The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for the foreseeable.
The successful applicant will be part of an outgoing team who enjoy a togetherness and strong work-ethic, whilst enjoying a supportive team culture.
Duties include;
- Draft suitability reports with guidance from the Financial Planner, in accordance with all compliance requirements
- Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
- Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
- Update workflow records to facilitate the production of accurate management information
- Obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
The successful applicant is required to have completed their Diploma in Financial Planning.
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