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Paraplanner with clear route into Trainee Adviser

  • Salary: £25000 - £35000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    18 Sep 2018
  • Job reference: 30957


Opportunity for an experienced Paraplanner to join successful independent financial planning firm just outside of Birmingham city centre, working with the Director on a 1:1 basis with the view to take on their client bank so they can focus on growing the firm.
You will be responsible for:
  • Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Attend all client meeting with the Director to learn about the clients
  • Preparing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
  • Preparing and interpreting complex plan information with a view to completing transfer analysis
  • Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas
  • Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
You will benefit from:
  • Salary up to £40,000
  • Company benefits
  • Discretionary bonuses
  • Free parking
  • Quarterly dinners and activities with the teams
  • Career progression

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.

Our clients include: