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Paraplanner

  • Salary: £30000.00 - £35000.00 per annum + benefits
  • Location: South Yorkshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    20 Jun 2017
  • Job reference: 28103
Paraplanner - Sheffield, Yorkshire - up to £35,000

The Company
My client are an award winning well established independent financial advisery practice who are looking for a Paraplanner to join their team in their Sheffield office. The firm deal with both personal and corporate advice and are currently expanding which is why they are looking for a new Paraplanner.

The Role
Prepare and maintain the client file whilst checking documentation is compliant. To discuss client objectives with the adviser and identify relevant information to undertake a financial cashflow forecast. Further to this manage and compile cashflow forecasts.
Prepare recommendations identifying areas for planning, undertaking research to meet the clients requirements. Prepare information for the advisers with comparisons. Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile. Implementing recommendations preparing suitability reports, completing applications and proposals ensuring at all times compliance paperwork is in order. Be able to make changes to clients investments when required and implement the chosen investment strategies
Reviewing clients when required being the main point of client contact, dealing with technical enquires regarding client investment portfolios building and maintaining relationships with the client whilst doing so. Develop personally as an individual being innovative in the personal approach to the work environment and ethic.

The individual

* Have experience working within a Paraplanning role
* Working towards or obtained Level 4 Diploma in Financial Planning
* Strong communication and time management skills
* Have a driven attitude towards professional development

The Benefits
Offering competitive salary, corporate benefits and an established friendly environment working for an expanding player in the market.

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.
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