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Paraplanner

  • Salary: £30000.00 - £37000.00 per annum
  • Location: Birmingham
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    20 Jun 2017
  • Job reference: 28352
My client, a leading Chartered holistic financial planning firm. Currently looking to recruit a Paraplanner to the established team.

• The full use of relevant software to produce lifetime cash flow planning reports
• Preparation of meeting documentation
• Undertaking product and fund research using Synaptic Product Research and The Exchange
• Preparation of draft Suitability Letters
• Interpretation and summarising of fact find and meeting note records
• Producing portfolio x-rays to determine underlying asset classes
• Preparation of review reports using templates and standardised paragraphs
• Maintaining full records of all client transactions, communications and time costs

The successful candidate will hold level 4 as a minimum ideally be working towards level 6 and have a solid background within a Paraplanning role, good attention to deal and a team player.

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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