Paraplanner - IDEX Consulting Ltd : Job Details

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 work-flow 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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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.