Accessibility Links

Paraplanner

  • Salary: £35000 - £40000 per annum + Benefits package
  • Location: Somerset
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    04 Oct 2019
  • Job reference: 33351



Our client are a very well-established accountancy practice with a Financial Planners arm, who now have an excellent opportunity for an experienced Paraplanner to join their expanding business.

Working for a highly successful organisation that has a Mentor and an excellent on-site training plan from chartered financial planning speciality, you will be playing an integral role in developing the client's lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to the Financial Planners. In addition, you will also play a key role in managing the day to day administration within the business.

Responsibilities

  • Preparing for client meetings, ongoing client servicing, ensuring initiative is applied at all times
  • Be able to prepare suitability reports, supporting documentation and research
  • Maintaining data integrity of Adviser Office through accurate data entry and data maintenance
  • Dealing with technical issues arising
  • Maintaining and developing compliance systems
  • Managing and presentation of technical data
  • Assisting with any FCA related issues
  • Researching products to support recommendations
  • Compiling financial planning reports

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.

Our clients include: