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Paraplanner

  • Salary: £30000 - £32000 per annum
  • Location: Preston, Lancashire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    22 May 2018
  • Job reference: 29828

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

The Role

  • To work as part of a team alongside the firm's Advisers and Administrators to provide clients with a professional ongoing financial planning experience
  • Undertake research to identify suitable solutions to meet the client's needs and objectives
  • Prepare information for analysis by the Adviser
  • Once in receipt of a completed 'factfind', collate all the relevant quantitative detailed information required to compile a financial services report
  • Discuss the client's needs and objectives with the relevant Adviser
  • Prepare suitability letters and reports
  • Check all paperwork / information is available to ensure that the client file meets the FCA's rules and requirements
  • Act as main point of contact and deal effectively with queries from clients and other parties
  • Establish and build strong relationships with clients
  • If required, attend client meetings with Adviser
  • Organise future planning meetings with clients, in accordance with agree timescales
  • Review investment portfolio, asset allocation, risk profile etc.
  • Implement the chosen / agreed investment strategies
  • Keep up-to-date with new product, technical or legislative changes within the marketplace
  • Comply at all times with the firm's compliance; training and competence; complaints and data security policies / procedures

The Candidate

  • Excellent inter-personal skills, both written and verbal
  • Excellent report writing skills
  • Accurate with good attention to detail
  • Time management
  • Detailed knowledge of the FCA's rules and requirements
  • Detailed knowledge of the FCA's and the firm's record keeping requirements
  • Broad knowledge of the financial services sector
  • High level of technical knowledge
  • Level 4 Qualified

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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