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Paraplanner

  • Salary: £30000 - £38000 per annum
  • Location: Cambridgeshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    18 Oct 2018
  • Job reference: 31777

A chartered financial planning practice is looking to recruit an experienced Paraplanner to join their office in Cambridgeshire. Reporting to the Office Manager, you will provide support and co-ordinate their work ensuring the provision of a first class support service for the clients of the company.

The Paraplanner will additionally provide a high quality, business focused and cost effect admin support to an Adviser and to the clients of the company. They will be required to demonstrate a proactive approach in all areas of their work.

The person

  • The Paraplanner should possess the following;
    • The capability to communicate effectively with people at all levels
    • A high level of commitment to their role and the company
    • The capability to maintain high standards of work and a positive attitude at all times
    • The capability to show empathy towards other team members
    • An understanding of the company's direction and goals and a commercial awareness of the targets, business focus and sales campaigns in progress
    • The capability to retain a knowledge of products arranged by the company
    • A high level of customer service and a proactive approach to the use of the company's systems and procedures
    • Proven organisation and administrative skills
    • A good knowledge of compliance and regulatory requirements
    • A professional business manner at all times

Core tasks

  • The core tasks of the role are as follows;
    • Support for the Adviser
    • Analysing data and using research tools to provide solutions to meet client needs and objectives
    • Research best products from whole of the market and providing supporting records for research undertaken
    • Interpreting data obtained by Advisers during client meetings
    • Responsibility for obtaining outstanding information where necessary
    • Carrying out all tasks in a manner consistent with compliance procedures and requirements
    • Meeting regularly with Broker Consultants to maintain an up to date knowledge of their product availability
    • Participation at monthly staff/Consultant meeting
    • Preparing quotes using all tools available
    • Suitability letter construction

Other areas of responsibility

  • Keep up to date with all relevant product, legislative and technical changes as required
  • Maintenance of own training and competence record
  • Monitoring of provider online access
  • Ongoing awareness of retainer client service levels
  • Training of other team members
  • This list is not exhaustive and you may be required to perform other duties as assigned by management

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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