Paraplanner | Wakefield

£38,000 - £40,000

Hybrid working pattern (3 days office based)

Free on-site parking

IDEX Consulting are representing a reputable and long-standing Financial Advisory business who are seeking a Paraplanner to join their Wakefield based support team.

Having previously supported individuals joining the team, I can confidently say that the positive culture and supportive colleagues make this an enjoyable opportunity, with strong guidance to help you get up and running quickly.

Role responsibilities include.

• 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.
• Preparation of fund switch and encashment letters according to advice provided.
• Obtain applications, key features documents, factsheets, illustrations and product
• comparison quotes through appropriate source – providing clear research of the advice
• provided.
• Liaise with Product Providers / Third Parties regarding any technical queries

The ideal candidate

• Level 4 diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role