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- Tasks: Draft reports, support advisers, and analyse client data in a dynamic team.
- Company: Exciting Advisory group with a strong team culture and growth opportunities.
- Benefits: Up to £48,000 salary, hybrid working, free parking, and supportive environment.
- Why this job: Join a thriving team and make a real impact in financial planning.
- Qualifications: Must have completed Diploma in Financial Planning.
- Other info: Be part of a growing company with exciting acquisitions on the horizon.
The predicted salary is between 38400 - 57600 £ per year.
Up to £48,000 basic salary
Hybrid working model (Typically 3 days office based)
Free parking
IDEX are working with one of the most exciting Advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for the foreseeable.
The successful applicant will be part of an outgoing team who enjoy a togetherness and strong work-ethic, whilst enjoying a supportive team culture.
Duties include:
- Draft suitability reports with guidance from the Financial Planner, in accordance with all compliance requirements
- Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations
- Provide guidance to advisers on aspects of specific cases to support good consumer outcomes
- Update workflow records to facilitate the production of accurate management information
- Obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate
The successful applicant is required to have completed their Diploma in Financial Planning.
Paraplanner in Harrogate employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Harrogate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at advisory groups. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of compliance and suitability reports. We all know how important these are in the paraplanning role, so being able to discuss them confidently will set you apart from the competition.
✨Tip Number 3
Showcase your teamwork skills! Since the role involves working closely with advisers, highlight any past experiences where you've collaborated effectively. This will demonstrate that you're a great fit for their supportive team culture.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in drafting suitability reports and working with financial planners. We want to see how your skills align with our needs!
Showcase Your Qualifications: Don’t forget to mention your Diploma in Financial Planning! This is a must-have for us, so make it prominent in your application. It shows you’re serious about your career in finance.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so outline your relevant experience and why you’d be a great fit for our team in Harrogate.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around drafting suitability reports and compliance requirements. Familiarise yourself with the latest trends in the industry and be ready to discuss how you can contribute to the team’s success.
✨Showcase Team Spirit
Since the company values a strong team culture, be prepared to share examples of how you've worked collaboratively in the past. Highlight your ability to support advisers and contribute to good consumer outcomes, as this will resonate well with their ethos.
✨Prepare for Practical Scenarios
Think about potential case studies or scenarios you might encounter as a Paraplanner. Be ready to discuss how you would interpret client meetings and prepare recommendations. This shows that you can think on your feet and apply your knowledge effectively.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, ongoing training opportunities, or how they handle significant acquisitions. This demonstrates your genuine interest in the role and the company’s future.
