Accessibility Links

Paraplanner

  • Salary: £32000 - £40000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    16 Jul 2020
  • Job reference: 34410


My client is currently looking for an experienced Paraplanner to join their team in South Manchester.

Principal Accountabilities

  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
  • Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
  • Provide technical support and back up to Advisers and the IFA Administrators
  • Complete portfolio reviews and rebalancing requests
  • Deal with client and insurer queries to completion via the telephone or in writing
  • Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
  • Ensure CRM is kept up to date with clients and portfolio details as necessary and required
  • To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in compliance and/or the financial services marketplace as required from time to time
  • Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management


Essential Requirements

  • Qualified to Diploma level with a desire to achieve Chartered status
  • Excellent research, analysis and report writing skills
  • Proficient with Word, Excel applications and spreadsheet production
  • Company offers flexible working hours (both office and home working)


For more information please contact Graeme Hyland.

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: