Wakefield
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