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Paraplanner

  • Salary: Negotiable
  • Location: Surrey
  • Sector: Paraplanner
  • Job type: Contract
  • Date posted:
    27 Jun 2017
  • Job reference: 28207
Paraplanner
Guildford
1 Year - FTC
£ negotiable

An opportunity has arisen to join an awarding winning FS Company and be responsible for providing advice and technical research to Financial Planners.

The role is responsible for ensuring that the preparation of advice for Clients both internal and external is of the highest quality, mitigating any risks to the business and assisting with achieving business targets.

Responsibilities:

* Develop and maintain effective relationships
* Provide technical valuations and provide technical research
* Maintain core systems
* Prepare reports

* Support the Private Client/Financial Planning Team to achieve targets and Client expectations

Skills/Qualifications:

* Excellent standard of education and keen to develop further and undertake exams.
* Excellent verbal/written communication skills
* Proficient IT skills
* Organisation skills

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: