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Paraplanner

  • Salary: £30000 - £35000 per annum
  • Location: Merseyside
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    19 Mar 2019
  • Job reference: 30980

Paraplanner

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 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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