My client is currently looking for an experienced Paraplanner to join their firm in Stockport.

THE ROLE

• Supporting Consultants in preparing accurate financial plans and suitability reports.
• Supporting the Consultants in research and analysis to meet client needs and objectives.
• To provide support, where needed, to the Compliance and Technical Manager.
• Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
• Continuous professional development to meet regulatory requirements and personal development needs.
• Managing individual workflow and delivery.
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
• To provide technical guidance to the Client Services assisting with product specific, technical and compliance based queries.

THE CANDIDATE

• Excellent understanding of the financial planning process.
• Good report writing skills.
• Experience working in a Paraplanning role.
• Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning).
• Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly valued.
• Excellent communication skills both written and verbal.
• Attention to quality, detail and accuracy and getting it right first time.
• Be able to question colleagues comfortably when the information they have provided is not fully understood or the reasons for advice are unclear.
• Ability to work within tight deadlines.
• Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
• Client focused; friendly, helpful and considerate to all.
• Show initiative, being able to motivate and manage oneself and to have a desire to improve and develop.

The company offers a competitive salary and excellent benefits package.

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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