My client has a growing business and are looking for a Consultant Support/Trainee Paraplanner who are ambitious to step up and get involved in all the tasks and duties of this role. This role is for candidates who are hungry for progression and self-development with a good understanding of Financial Admin.

Responsibilities:

• Adviser Support
• Processing all new business compliantly
• Preparing Suitability Reports
• Ensuring client files contain necessary information
• Obtaining valuations and review documents on clients portfolio
• Ensuring client reviews are up to date and documented
• Requesting postal/faxed quotations
• Letters of authority - dealing with providers to collate client information
• Typing appointment and letters
• Dealing with queries from clients, and referring them to the consultants if appropriate
• Ensure all data input onto the back office system is accurate and complete
• Offering help and assistance to other members of the Consultant Support team
• Chasing providers for policy documents and commission payments

Skills:

• Financial Admin experience/level 4 (not essential)
• Good communications Skills
• Attention to detail
• IO experience desired

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.