Paraplanner

IDEX Consulting Ltd; Wakefield; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Free on-site parking

Job summary

A reputable Financial Advisory firm in Wakefield is seeking a Paraplanner to join their support team. This role offers a hybrid working pattern and focuses on assisting Financial Planners in formulating advice and conducting detailed research of investment products. The ideal candidate will possess strong interpersonal and customer service skills, demonstrating accuracy and attention to detail. This opportunity offers a supportive workplace that fosters professional growth.

Qualifications

• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing excellent service.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail.

Responsibilities

• Assist the Financial Planner in formulating advice.
• Review client objectives against financial circumstances.
• Provide research and analysis of investment funds.
• Prepare Financial Plans outlining the client’s current position.
• Prepare fund switch and encashment letters.
• Liaise with Product Providers regarding technical queries.
• Liaise with Product Providers / Third Parties regarding any technical queries.

Skills

Understanding of Financial Planning process

Strong interpersonal skills

Customer service skills

Planning and organisational skills

Ability to work to deadlines

Accuracy and attention to detail

Job description

Paraplanner | Wakefield

Hybrid working pattern (3 days office based) – Free on-site parking.

IDEX Consulting are representing a reputable and long-standing Financial Advisory business seeking a Paraplanner to join their Wakefield based support team. The positive culture and supportive colleagues make this an enjoyable opportunity, with strong guidance to help you get up and running quickly.

Base pay range

Driving revenue and growth for Private Banks, Wealth Management, and Financial Advisory businesses through talent and M&A.

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

Responsibilities

• 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.

Ideal Candidate

• 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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other