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  • Salary: £32000 - £35000 per annum
  • Location: Chorley, Lancashire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    08 Jan 2020
  • Job reference: 28698

My client is currently looking for an experienced Paraplanner to join their team in Chorley.

This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. This involves working alongside fellow Paraplanners, a group of nominated Independent Financial Advisers, their Administration Assistants and compliance teams.

* To undertake independent financial research and analysis based on client files with an aim of producing quality investment reports in a timely manner that highlight suitable solutions to meet the client's needs. You will be required to build and enhance relationships with Advisers to ensure productivity of both parties is maximised
* To accurately interpret the Advisers client files to ascertain the clients needs and Advisers instructions to translate this successfully into a financial planning report
* To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs
* To liaise with the T&C Manager and designated team leader to ensure that they are kept updated as to the nature of advice being passed through paraplanning
* To liaise with the T&C Manager in regards to work that requires pre-sale authorisation
* To prepare the report within an agreed timescale
* To ensure that the reports are accurate in regards to spelling and composition
* To ensure that the paraplanning log is accurately updated

* Excellent verbal and written communication skills across all mediums to include Microsoft Word and Excel along with IFA systems, examples include O&M, Defaqto, Distribution Technology, Trustnet and Assureweb
* Strong inter-personal skills for dealing with Advisers, clients, Managers and Directors
* Ability to prioritise and manage daily and longer term work priorities
* Ability to work within a team
* Ability to achieve agreed outcomes without supervision
* Ability to multi task and prioritise effectively
* Strong technical knowledge of financial services products, in particular a broad awareness of the investment and pension market place including new changes in legislation
* Understanding of FCA compliance, Data Protection Act and Anti Money Laundering regulations
* Persuasive communication and negotiation skills to enable the transfer of ideas to Advisers and the management team

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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