IDEX Consulting Ltd
Paraplanner
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REMOTE PARAPLANNER - LEVEL 4
Company
Nationwide financial services provider who merges a human-centric approach with advanced financial tools, to give clients the confidence to build a prosperous future
Profile
The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader, and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the Wealth team.
- Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
- Utilising all technology to produce accurate solutions for clients
- Carrying out relevant financial calculations on behalf of the advisers, including CGT and AA
- Working with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration Team
- Understand and apply all of the company’s research systems
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Benefits
- Death in Service (4 x annual salary)
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension 5% employer contribution, 3% employee contribution
- Discretionary 10% annual bonus based on company performance
- 25 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year
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