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Paraplanner / Administrator

  • Salary: £25000 - £35000 per annum + Benefits
  • Location: Bristol
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    20 Nov 2017
  • Job reference: 29442

The individual will work as a part of a growing team in order to drive forward solutions for our clients and ensure we deliver a professional level of customer service. The individual will be highly organised and have proven ability in managing a large pipeline of clients; both existing and new.

The role is both reactive and proactive and therefore requires someone with a strong sales focus, whilst ensuring the client remains at the heart of what we do each day, This person will benefit of a salary up to £33,000, company benefits, parking on site and flexible working hours.

The role requires someone who is prepared to professionally challenge to help improve our processes and ensure a positive client journey every time.

  • Establish and build strong relationships with clients and maintain a strong customer focus throughout
  • Ensure effective communication with the Financial Adviser to understand the client's needs
  • Effectively assess a client's risk profile and risk requirement / capacity
  • Prepare information / comparisons for Analysis by Financial Adviser
  • Liaise with the compliance department for authorisation / guidance where required
  • Ensure all research and client communication is documented and recorded in accordance with company processes and guidelines
  • Liaise with 3rd party professionals; both verbally and in writing
  • Support with organising future planning meetings with clients
  • Handle incoming client enquiries in a professional and appropriate manner

The successful candidate will:-

  • Working towards Level 4 Diploma qualification
  • Experience in supporting a Wealth Adviser across a variety of product areas
  • Be detailed and accurate first time every time
  • Excellent standard of report writing skills
  • Experience in dealing with defined benefit schemes, from initial research to full transfer analysis, preferred

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: