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  • Salary: £29000 - £36000 per annum
  • Location: Colchester, Essex
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    05 Mar 2019
  • Job reference: 29779

My client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. The business is keen to acquire the services of a technically able Paraplanner for their office in Colchester to support significant Fee Producers.

Typical tasks

  • To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients
  • To undertake the required number of chargeable hours for the department
  • To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take
  • Undertake complex client specific analysis such as, CGT assessment and reporting, target funding and IHT evaluation, using areas of Adviser Office such as financial scenario analysis to provide detailed information to the Financial Adviser
  • Attend client meetings as required and produce notes of meeting, confirming actions points to be undertaken by either the Independent Financial Adviser, the client, or another third party
  • Assisting and guiding the Administrator Paraplanner team with technical client queries to enable case progression with minimal Financial Adviser involvement
  • To review a client's complete situation, including assets, investments and objectives to identify the way forward. This will include interaction with the Financial Adviser, offering suggestions for recommendations to progress the case further
  • Undertake technical product research
  • Use technical software, such as O&M, to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should any changes be made
  • Regularly review the work in progress (WIP) for the team with the objective of reducing the amount outstanding

Knowledge, skills and qualifications:

  • It is required that a Paraplanner has, or aims to achieve, the Diploma in Financial Planning. This demonstrates the level of technical knowledge which is required in order to undertake the job of a Paraplanner
  • Understand Avelo software, Microsoft Office, O&M, Sesame Research and other technical software packages
  • Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients
  • Understand the advice process and the need for a commercial relationship with clients

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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