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  • Salary: £32000 - £42000 per annum
  • Location: Milton Keynes, Buckinghamshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    29 May 2019
  • Job reference: 28304

This high quality, fee-based financial planning team provides wealth and financial planning to private and corporate clients and carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver out standing client service they have a vacancy for an experienced Paraplanner based out of their office in Milton Keynes.

Duties and Tasks
· Take responsibility for a portfolio of clients, managing on going relationships and all enquiries
· Produce clear, technically accurate, compliant and concise reports for clients
· High level financial plans and detailed suitability reports based on their entire financial position
· Regular investment review reports and family balance sheet summaries of assets and liabilities
· Prepare all information and reports for client meetings
· Work with administration team as required to obtain illustrations and process new business
· Keep up to date with technical and professional development
· Assist in the continual cycle of improving the advice and review process
· To assist in the creation/maintenance of key internal and external relationships through a programme of regular 1:1 meetings and/or feedback

The individual they are looking to appoint must have experience of dealing with wealthy private clients, ideally close to Level 4 / Diploma level but this isn't essential. You will be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of the role.

Personal attributes are important, you will be able to converse with clients with comfort and be a team player, technically advanced you will have a real desire to learn, improve and strive for perfection.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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