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IDEX Consulting Ltd
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Carnforth, Lancashire
Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join a wealth management business in North Leeds near Keighley. The successful candidate will work within an established team and will support 2 experienced Advisers in areas of High Net Worth financial planning including complex pensions and investments work. The role: Research and analyse products that are appropriate to the clients' circumstances Prepare detailed reports and suitability letters and assist the Financial Planners in establishing new client relationships Obtaining illustrations and quotations Dealing with technical queries Keeping up to date on legislative and regulatory issues Ensuring that research and reports are compliant with internal processes and legislative requirements. Attend client meeting when necessary The candidate: Diploma Level 4 qualified Keen to progress with industry exams (working towards Level 6) To be able to work on own initiative with great attention to detail Strong interpersonal skills, drive and energy Motivated by working in a fast paced environment Organised and able to prioritise What they offer: Attractive and competitive basic salary Pension scheme - employer contribution 5% of salary provided employee pays 3% (gross) Death in service cover - 3 times basic salary 25 days holidays bank holidays Regular social events Support with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business Structured personal development Free on-site parking Discretionary bonus Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.