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Paraplanner

  • Salary: £35000 - £40000 per annum
  • Location: Gatwick, West Sussex
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    03 Dec 2019
  • Job reference: 33594

Are you a talented Paraplanner who knows the ins and outs of financial planning who's looking for a fixed term contract?

Luckily, I've got just the thing…

The role:

Collaboration is the name of the game in this role where you will work closely with a team of Financial Planners to ensure every client receives quality advice and an outstanding service. You'll hold de-brief meetings with Advisers to ascertain client requirements and pick up on any gaps in information. You will provide quality suitability reports, undertake product research as well as technical analysis making recommendations to the adviser population around the best products for their clients needs. In addition to this you will maintain strong compliance practices and service client files on an ongoing basis. This is a great opportunity for a skilled Paraplanner to work with a strong team for a fixed period.

Skills/experience:

  • Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified
  • Strong verbal and written communication skills
  • Full understanding of the financial planning process
  • Ability to self-motivate and multitask

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.

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