Job Description
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.
1. To assist the Financial Planner in formulating the advice to the client, providing technical
2. support and guidance where appropriate.
3. Review client objectives ensuring they are clear, concise and achievable when compared
4. against the client’s financial circumstance.
5. Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
6. Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
7. Preparation of fund switch and encashment letters according to advice provided.
8. Obtain applications, key features documents, factsheets, illustrations and product
9. comp...