A leading and long-standing financial advisory business with a very strong reputation in Yorkshire is now looking for an Associate Paraplanner to join their busy team.

Based on the outskirts of Leeds city center, on-site parking is available and the business offers a flexible working pattern with 3 days based in the office.

Duties include

• Ensure that all client requests and related tasks are dealt with professionally and effectively, delivering a positive experience for clients
• Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information to the Financial Adviser
• Completing research and writing suitability reports for post review
• Assisting the administration team with technical client queries to enable case progression with minimal involvement from the Financial Adviser
• Undertaking technical product research
• Ensure back-office system is maintained detailing all ongoing actions and workflow
• Supporting Advisers in service delivery
• Using technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should any changes be made

The successful candidate will ideally have experience within a similar role and be studying towards or have achieved the level 4 diploma.

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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.