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Paraplanner

  • Salary: £38000 - £45000 per annum + benefits
  • Location: Crawley, West Sussex
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    15 Mar 2019
  • Job reference: 32312

Looking for local opportunities near Crawley? My client, a Chartered, 'top 100' IFA is looking a Paraplanner for a brand-new role based in their stunning offices in Crawley.

The Client
My client is a client-centric IFA with a focus on managing private wealth and a clear approach to state-of-the-art financial planning and a proven, evidence-based investment strategy.

Role
In your role as Paraplanner with my client, you will be working as part of our lively and friendly client support team, you will be responsible for providing full paraplanning services to our Financial Planners, role includes very occasional to London (all expenses paid).

Responsibilities

  • Using in-house and external software to research the market for the most appropriate product for the client
  • Using templates to create suitability reports and updating of templates as necessary
  • Presenting suitability reports to Financial Planners
  • Providing a summary of product analysis to Financial Planners and compliance
  • Uploading new business details on to platform provider accounts, printing out applications and literature
  • Inputting data into 'Voyant', updating 'Voyant' post meetings and producing 'Voyant' reports

To be successful you will need

  • Diploma level qualified essential
  • Knowledge of Word, Excel, Outlook, '1st' software and fully IT literate
  • High level of technical knowledge
  • Attention to detail, thoroughness and accuracy are paramount
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player
  • Knowledge of 'Voyant', 'Fastrak' and 'Selecta Pension' would be desirable

If successful, you will benefit from

  • Salary of up to £45,000 (dependent on experience and qualifications)
  • Additional holiday for every year completed year - up to 5 years
  • Company pension scheme; 3%
  • Funding and support for qualifications
  • Regular training and development

Be part of an exciting and client-focused firm, who put their heart and souls into delivering progressive financial planning for their clients. They are a close-knit family and you will be part of a highly experienced team delivering client service excellence. For more details, please get in touch for a confidential chat.

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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