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  • Salary: £30000 - £35000 per annum
  • Location: Merseyside
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    04 Sep 2018
  • Job reference: 30980


An excellent opportunity has arisen for an experienced Paraplanner to join a business in Merseyside, within a highly regarded Wealth advisory practice.

The Role

  • The role is varied and will involve daily contact and interaction with Practice Advisors
  • You will be checking fact finds, collating client information, preparing suitability letters, preparing illustrations and working with internal processing systems
  • Full training on the relevant IT and internal systems will be provided

The Individual

  • This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a 'can do' working style
  • You will have been working for an IFA or in a wealth management environment and will hold, or be close to achieving, the Level 4 Dip PFS qualification
  • Importantly, you will have in depth experience of IHT, pension, investment and protection products and be highly organised

For more information please contact Graeme Hyland.

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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