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    Paraplanner - Birmingham, United Kingdom - Idex

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    Description
    A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice.

    Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity.

    The primary duties for this role includes research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.

    This role offers full flexibility to work from home or from offices in central Birmingham.


    Accountabilities:

    Prepare suitability reports across a wide range of financial planning and investment solutions
    Carry out technical research
    Keep client records updated
    Work closely with the Financial Planner to ensure the correct client centric outcome
    Attend client meetings supporting financial planners
    Responsible for managing process, tasks and complying with FCA guidelines
    Continue to develop industry knowledge


    Knowledge and Attributes:
    Diploma level 4 or above is essential
    Experience gained as a Paraplanner or in a similar type of role
    Report writing skills
    Skills in carrying out research
    Excellent attention to detail
    Able to multitask and prioritise effectively
    Excellent communication skill and stakeholder management skills
    Team player with a hands-on motivated approach

    This role comes with an excellent salary and benefits package.
    Remote working or hybrid working available.

    Visit the IDEX Consulting Ltd website for further opportunities.

    Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

    For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.



    Our Diversity, Equity and Inclusion Mission


    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.

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