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Paraplanner

  • Salary: £25000 - £36000 per annum
  • Location: Warwickshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    18 Oct 2018
  • Job reference: 31754

My clients are a highly successful, chartered firm of Financial Planners requiring an additional Paraplanner due to growth.

Job Objective:

  • Producing reports and researching products and funds
  • Review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients
  • Maintenance of client and portfolio records
  • Preparation of client files for annual or half yearly reviews
  • Attend client meetings as required and produce notes of meeting, confirming action points to be undertaken by either the Independent Financial Adviser, the client or another third party

Knowledge, Skills and Qualifications:

  • The role would suit a Senior Administrator or Paraplanners with or progressing towards Diploma Level 4
  • Good organisational and planning skills and to be able to keep a time record of work undertaken on behalf of clients
  • Strong communication skills and excellent analytical skills
  • Good team player with a flexible approach

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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