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Paraplanner

IDEX Consulting Ltd
Job LocationLeeds
EducationNot Mentioned
Salary£38,000 - £40,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

IDEX are supporting our client who are looking for a Paraplanner to join their team.This role is to provide an excellent technical support service to advisers and clients, ensuring that high quality financial advice is researched, documented and evidenced on all occasions.Role Responsibilities:

  • Research, analysis and comparisons of the marketplace to ensure that the CIP and selected providers remain appropriate and aligned to the needs of our clients and the business
  • Prepare financial planning reports, letters and other written information for clients
  • Produce information as required for meetings for the effective monitoring and control of operations
  • Communicate effectively and manage oneself to meet the expectations of the role and the workload assigned
  • Seek regular development opportunities to improve own knowledge and practice and keep up to date with the latest professional thinking
  • To act as a professional and positive ambassador for the brand, supporting the organisational culture, values, standards and reputation at all times
  • Carry out any other duties and responsibilities as may reasonably be required by the evolving needs of the business
Skills:
  • Level 4 Diploma
  • Sound time management
  • Team player
Please apply if you are interested and excited to be a part of this growing firm with great benefits and career progression...Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.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 measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Keyskills :
paraplanningPara PlannerParaplannerPara-plannerpara planning

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