Accessibility Links


  • Salary: £30000 - £34000 per annum + Benefits
  • Location: Nottingham, Nottinghamshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    01 May 2018
  • Job reference: 29411

Our client is a national independent financial advisory firm specialising in providing a local service. The company's Financial Advisers cover a wide range of financial needs, from the simple to the most complex. They are looking for a Paraplanner who will be responsible for providing support to a team of Advisers in Nottingham

Key Responsibilities:

  • Maintain client records on Intelligent Office to ensure they are up to date and accurate
  • Update client information on Intelligent Office and inform Adviser accordingly
  • Ensure all client letters, company information and correspondence is uploaded to Intelligent Office and named following the company procedure and allocated to the correct client
  • Provide research on new products and funds for Advisers
  • Produce a client suitability report confirming new recommendations as per company standard and compliance procedures
  • Obtain accurate quotations, key features and applications for Adviser appointment
  • Provide a valuation to the Adviser in a timely manner for a client ensuring the information is up to date and accurate
  • Assess all Advisers file documentation in accordance with compliance requirements
  • Ability to ask the correct questions in order to obtain full details and up to date information in respect of client plans
  • Develop and maintain effective relationships with clients, colleagues and product providers
  • Point of contact for Advisers, clients, insurance companies and third party providers
  • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person

Knowledge Required

  • Knowledge of the financial planning market including products and services
  • Working knowledge of FCA rules, guidance notes and commitments that apply to job role
  • Experience in an IFA/wealth management environment or currently completing a relevant degree

You must have experience of dealing with wealthy private clients and you will ideally be studying towards Diploma in Financial Planning. As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses. For the right individual they can pay up to £34,000 + Benefits.

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: