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  • Salary: £40000 - £50000 per annum + Bonus and Benefits
  • Location: Witney, Oxfordshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    02 May 2019
  • Job reference: 31942

We are partnered with a high quality financial planning firm that provides wealth, financial planning and investment management to clients with a high level of wealth, the firm carries a reputation around professionalism and trust with the clients which is paramount.
The ideal candidate would be someone who would like to be CF30 and can advise some clients when needed.

  • Take responsibility for a portfolio of clients, managing on going relationships and all enquiries
  • Produce clear, technically accurate, compliant and concise reports for clients
  • High level financial plans and detailed suitability reports based on their entire financial position
  • Lifetime cashflow forecasts
  • Regular investment review reports and family balance sheet summaries of assets and liabilities
  • Prepare all information and reports for client meetings
  • Work with administration team as required to obtain illustrations and process new business
  • Regularly attend client meetings in the office with an Adviser
  • Keep up to date with technical and professional development
  • Assist in the continual cycle of improving the advice and review process

The individual they are looking to appoint must have experience of dealing with wealthy private clients. Ideally you will be Level 6/Chartered however they would consider someone with the ambitions to achieve this.

You will be familiar with a range of financial planning tools and software including cash-flow forecasting, investment fund analysis, excel based calculations as this will be a large part of the role.

Personal attributes are important, you will be able to converse with wealthy clients with comfort and be a team player. Technically advanced you will have a real desire to learn, improve and strive for perfection.

A basic salary is on offer between £40,000 - £50,000 plus benefits.

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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