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  • Salary: £25000 - £35000 per annum + benefits and bonus
  • Location: Market Harborough, Leicestershire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    29 May 2019
  • Job reference: 4982

A very high quality practice that provides wealth and financial planning to private clients are looking to appoint an experienced Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business.

The Paraplanner will be responsible for the providing comprehensive technical support to the team of Financial Planners who are well qualified, producing high quality reports, recommendations and product research will be key drivers of the role. The firm will also like the individual to have an input on various procedures and techniques that are operational within the firm.

Main Duties and Responsibilities:

Research market for consultants on a case by case basis to determine and deliver the most appropriate solution(s) and provider(s)
Construct Suitability Reports for consultants
Create cash flow reports for consultants
Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
To provide all support material for client recommendation including illustrations
To provide technical support and back up to the Consultant
Liaise effectively with clients, product providers, associations and other departments
All of the above in a compliant manner as set down by the Group and the Regulator's procedures
Answering the telephone in a polite manner
Assisting consultants as required
Undertaking any other reasonable duties as requested
Collating information from existing investment portfolios
Prioritising personal workload
Liaising with internal and external administration teams
Preparation of annual client reviews
Maintaining compliant client files

The individual they are looking to appoint must have experience of dealing with wealthy private clients and you will ideally be Diploma / Level 4 qualified however this isn't essential. As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses.

Personal attributes are important, you will be able to converse with clients with comfort and be a team player and technically advanced you will have a real desire to learn, improve and strive for perfection. A basic salary is on offer around £35,000 plus benefits and bonus dependent upon the individual and application of knowledge.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still 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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