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Paraplanner

  • Salary: £35000 - £45000 per annum + Benefits + Bonus
  • Location: Work from home
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    06 Jul 2021
  • Job reference: 35490

This leading Chartered IFA, who are currently growing both organically and via acquisitions, are currently looking for a Paraplanner to support 2 Wealth Planners. Culture is extremely important to this business, and the team all support and work collaboratively together. So its vital that you can work well in a team.

Job Responsibilities

  • Ensure effective communication with Financial Advisers to understand and manage the client's needs
  • Effectively manage client expectations throughout the advised process and taking pride in ensuring all agreed deadlines are met
  • Operating as the conduit between Financial Adviser and all other depts. to effectively manage client expectations throughout the advised process and taking pride in ensuring all agreed deadlines are met
  • Manage the internal Customer Relationship Management (CRM) system, and effectively keeping the Advisers CRM activity up to date ensuring it is updated in real-time and with all relevant client interactions
  • Ensure the Know Your Client (KYC) information is recorded appropriately to meet compliance



What we need

  • Ability to work independently and as part of a team - as this will be part home/part office based
  • Ability to multi-task and prioritise effectively
  • Excellent standard of report writing skills
  • Ability to work independently and as part of a team
  • Minimum Level 4 qualification
  • Experience in dealing with cash-flow forecasting and analysis

Benefits

  • Pension provision
  • Death in service life cover x 4
  • Income protection 50% basic
  • EMI share scheme
  • Corporate cash plan
  • PERKS corporate discounts
  • Bike to work scheme
  • Private medical insurance
  • Long service awards
  • 25 days holiday
  • Free car parking

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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