Accessibility Links

Financial Planning Technician

  • Salary: £25000.00 - £30000.00 per annum
  • Location: Worcestershire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    18 Jul 2017
  • Job reference: 28341
Financial Planning Technician
£20,000 - £30,000

This independent client centre firm is seeking a Financial Planning Technician who can help to offer personalised solutions for client’s individual needs and goals. By forming trusted relationships and educating the community the firm is growing and in need of like-minded individuals who can work on the ongoing monitoring to diligently manage clients’ investments.

• Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
• Preparing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
• Producing, preparing and interpreting complex plan information with a view to completing transfer analysis
• Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
• Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress

• Diploma in Financial Planning as a minimum qualification requirement
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• An ability to demonstrate strong report-writing skills with a high level of accuracy and attention to detail

The role offers a unique opportunity to work on the delivery of accurate and thorough research, calculations, for new business investment reports and FPRs to Advisers, while also contributing to the technical and regulatory development of advisers and/or staff on a specific case basis. Allowing you to develop the skill set for progression and the opportunity to take further training and qualifications.

Flex time and compressed hours available

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.
Our clients include: