Accessibility Links

Paraplanner

  • Salary: £30000 - £40000 per annum + Benefits package
  • Location: Solihull, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Dec 2019
  • Job reference: 33537

Are you a Paraplanner looking for a more flexible lifestyle?

My client a Chartered IFA practice, currently looking for an experienced Paraplanner to join their support team. Our client is offering a more flexible approach with part home working and flex hours offered.

General responsibilities:

  • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
  • Producing comprehensive and clear suitability letters for clients
  • Preparing a series of lifetime cash-flow models relevant to each client's circumstances, objectives and possible financial outcomes.
  • Constructing and producing a financial plan to address each client's lifetime objectives in the context of these cash-flow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
  • Carrying out regular reviews of client's financial plans, circumstances and objectives
  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
  • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. 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: