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  • Salary: £30000 - £45000 per annum + Benefits + Bonus
  • Location: Telford, Shropshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    04 Jul 2019
  • Job reference: 32894

What is a Paraplanner?

We need a Paraplanner!

Paraplanning has only been recognised as a profession in its own right for a relatively short time.

As a professional Paraplanner you are in great demand within the financial services sector but there is still some confusion as to what a Paraplanner is and what we do on a day to day basis.

We need a Paraplanner who can:-

  • Preparing technical reports and recommendations
  • Implementing recommendations
    Preparing and maintaining compliant client files
  • Preparing annual reviews
  • Paraplanners attend client meetings with the Financial Planner, as it enhances the team based client relationship

You will have good communication skills as well as excellent analytical ability.

Benefits to you:

  • Home working 1 day per week increasing over time for those wanting flexibility
  • Close to the train station with car parking at the office available for all staff
  • Flexible working between 8am - 6pm - so you can get in early and finish early to avoid the rush hour
  • Bonus - up to 10%
  • Pay towards qualifications and offer study days
  • Pension contribution
  • PHI
  • 4 x DIS
  • 4 business days out a year that are team bonding days of lunches, dinners or activities

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may 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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