Paraplanner

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.

The office is based in Leeds and would only require 2 days per week in the office.

The business is looking for an individual that ideally holds their level 4 diploma and has at least 3 years plus experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases.

Your role will include but will not be limited to:

• To assist the Financial Planners 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
• Conduct fund research
• 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
• Liaise with product providers/third parties regarding any technical queries

The ideal candidate will:

• 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

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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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.