Chartered Paraplanner

This high quality, certified financial planning company provide wealth and financial planning to wealthy private clients. As part of an on going plan to deliver out standing client service they have a vacancy for an experienced Chartered Paraplanner based out of their office in Milton Keynes near Milton Keynes train station.

Job Role

• To draft financial planning reports in order to meet and/or exceed agreed activity targets
• To undertake complex pension work including DB transfers and the order in which benefits should be taken
• To provide 'on the job' guidance and support to the Graduate Trainee personnel
• To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice
• To negotiate and agree (in conjunction with the Financial Planner/ Head of Research) the placement of contracts with appropriate terms on behalf of clients
• To ensure correct compilation and completion of all new applications and/or schemes in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping/ database management
• To record/ maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date
• To file and/or store records and files in accordance with internal standards so they can be accessed and/ or retrieved in an efficient manner
• To understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks
• To identify and refer opportunities to improve working practices and/ or risk management to enable improvements to be made
• To develop/ maintain report writing and communication skills to enable effective communications with the client
• To undertake work of a project based nature as and when required to do so

Person Specification

• Experience of working in Financial Services in a financial planning, research or technical capacity.

• Chartered Status (or very close to and able to commit to obtaining)
• Achieved AF3 (or equivalent) and ideally AF7
• Good writing skills
• Evidence of technical competence
• Appropriate appearance for a 'Professional' office
• Adaptable to changing demands and priorities
• IT skills including use of laptop/ desktop computing, Microsoft Office (or equivalent) and database (CRM) management and preferably Intelligent Office
• Seeks opportunities to develop own skills
• Demonstrates commitment to own development
• Able to prioritise workload
• Able to work to deadlines

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 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.