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Paraplanner

  • Salary: £30000.00 - £35000.00 per annum
  • Location: Lincolnshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    06 Jul 2017
  • Job reference: 4897
Paraplanner - Lincoln, Lincolnshire- £35,000

My client is a leading investment house and wealth management firm, they are currently looking to appoint a Senior Paraplanner to their team in Lincoln.

Responsibilities

To build a working knowledge of the business support function, and to manage the teams relations with business support.
Complying with the regulatory regime whilst demonstrating an understanding of your responsibility within the regulatory framework.
Create and maintain effective working relationships with clients and colleagues.
Assist with the supervision of the FS administration unit, monitor its effectiveness and identify improvements.
Prepare business generating documentation for the Financial Planning Managers including report writing.
Ensure compliance standards are met throughout the FS department
To perform all necessary actions required in order to comply with all FCA rules and regulations applicable to the role, while adhering to TCF procedures at all times
Follow the BD Principles and Working Ethos and act with integrity and honesty at all times

Qualification and exposure

CII Diploma in Regulated Financial Planning is a minimum requirement.

The successful candidate must have experience within a financial planning firm within ideally a Paraplanning role. And be a self motivated, ambitious, and hard working team player.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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