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  • Salary: £30000 - £40000 per annum
  • Location: Leighton Buzzard, Bedfordshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    07 Oct 2020
  • Job reference: 34325

An independent financial planning practice in Leighton Buzzard is looking to recruit an experienced Paraplanner to join their team. The role is part home based, so your time will be split between working in the office and at home.

Reporting to the Operations Manager, you will provide support and co-ordinate their work ensuring the provision of a first class support service for the clients of the Company.

The Paraplanner will additionally provide a high quality, business focused and cost effect admin support to an Adviser and to the clients of the Company.

The Person
You should possess the following;

  • The capability to communicate effectively with people at all levels
  • A high level of commitment to their role and the Company
  • The capability to maintain high standards of work and a positive attitude at all times
  • The capability to show empathy towards other team members
  • An understanding of the Company's direction and goals and a commercial awareness of the targets, business focus and sales campaigns in progress
  • The capability to retain a knowledge of products arranged by the Company
  • A high level of customer service and a proactive approach to the use of the Company's systems and procedures
  • Proven organisation and administrative skills
  • A good knowledge of compliance and regulatory requirements
  • A professional business manner at all times

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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