Paraplanner

IDEX Consulting

  • USA
  • Permanent
  • Full-time
  • 1 day ago
The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client.Responsibilities:
  • Preparing the fund switch report
  • Assist in completing the client fact find
  • Submit new business with providers
  • Client contact and updates
  • Completing initial information gathering and analysis on existing products
  • Provide research via the Select-a-pension report
  • Preparing suitability reports to cover all recommendations
  • Ensuring the advice file is to a high compliance standard
  • Reviewing client documents prior to a presentation meeting
  • Gathering illustrations, fund factsheets and Key Features Documents
  • Attend client meetings, where required
  • Cash flow planning
  • Tax calculations
  • Complete the submission sheet for new business
Qualifications/Experience
  • Level 4 diploma (or equivalent) or working towards
  • Previous experience as a Trainee Paraplanners or Paraplanner
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 MissionAt 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.

IDEX Consulting