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Paraplanner

  • Salary: £30000 - £40000 per annum
  • Location: Wigan, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    16 Oct 2017
  • Job reference: 29648

Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.

THE ROLE:

  • Providing technical, research and administrative support
  • Production of compliant and detailed client suitability reports and presentations
  • Discuss the client's needs and objectives with the relevant Adviser
  • Undertake research to identify suitable solutions to meet the client's needs and objectives
  • Prepare information for analysis by the Adviser
  • Prepare cashflow report where relevant
  • Help manage client relationship and taking/making calls in a polite and professional manner
  • Possible attendance at client meetings
  • Keeping full and compliant records on file
  • Liaising with Advisers on a regular basis, to work on cases and provide updates
  • Prioritising workload in order to meet all deadlines
  • Occasionally taking on project work and assignments
  • Review investment portfolio, asset allocation, risk profile etc.


PERSON:

  • You must have an excellent understanding of the financial planning process and a knowledge of financial services world
  • You should be able to plan and prioritise your own workload and work with minimum supervision
  • You will have excellent report writing skills and have a high technical knowledge
  • Diploma qualified (or equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
  • Experience of Advisor Office
  • Experience of cashflow modelling and Wrap platforms
  • Strong technical knowledge in the investment and pensions market



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: