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Due to internal promotion, I am assisting a highly reputable Financial Planning business who require a Senior Paraplanner to join their team in Harrogate.
The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition in the local market.
Responsibilities:
- Preparing pre-approval documentation prior to report writing.
- Utilising all technology to produce accurate solutions for clients.
- Providing accurate, timely and compliant suitability reports.
- Ensuring all advice documentation is compliant according to FCA guidelines.
- Working with the adviser to gather sufficient client information.
Perks:
- 30 days annual leave plus bank holidays.
- Discretionary bonus.
- Flexible and hybrid working - 3 days/week in Bristol
- Private medical insurance.
- Healthcare cash plan.
- Study support to develop and progress.
The successful candidate will need to have achieved their Level 4 Diploma qualified and demonstrate recent and relevant experience within a Paraplanning capacity, working with complex clients.
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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.
