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Trainee Paraplanner / Paraplanner

Job description

We are working with an award winning IFA firm in Leeds on a Trainee Paraplanner/Paraplanner role.

My client is looking for someone who can hit ground rounding in their busy firm. They take pride in working with you on a training programme to get you where you strive to be.

Your role will include but not be limited to:

  • Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
  • Providing high quality technical, administrative and research support to the Advisers
  • Undertaking whole-of-market research as required, including investments, pensions and protection plans
  • Undertaking research for asset allocation on clients' existing portfolios, quantifying and analysing those clients' existing investments
  • Liaising with the Regulatory & Technical team to ensure the advice is compliant
  • Be able to prioritise work in your queue by liaising with advisers on a regular basis
  • Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
  • Building strong and effective working relationships with other teams in the firm and third party product providers
  • Attending and contributing to meetings - both internal and external - and delivering group and individual training on topics appropriate to the role
  • Ensuring that all client records and data are maintained accurately and efficiently
  • Participating in ad hoc projects and tasks as and when required

To be considered for this role:

  • The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text
  • Experience of analysing clients' circumstances and objectives in order to provide suitable holistic financial advice
  • Proficiency in complex report writing

For more information on this Training Paraplanner/Paraplanner role in Leeds with an Award winning IFA firm please click apply and we will be in touch.

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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.