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Technical Senior Paraplanner

  • Salary: £30000 - £40000 per annum + Excellent Benefits
  • Location: Coventry, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    03 Oct 2018
  • Job reference: 31645

My client is a leading chartered independent financial advisory firm that provides both discretionary and advisory portfolio management services to wide range of clients. This firm has experienced natural and organic growth over the past few years and is currently recruiting for an experienced Paraplanner to join the team.

They are looking for someone who has the experience and technical knowledge to produce high-level suitability reports. Therefore, the ideal candidate will have in-depth knowledge of inheritance tax planning, trusts, investments, cash flow planning, pensions, protection and retirement planning. In addition, you must be familiar with the common financial planning research tools to produce accurate fund comparisons. Looking for someone who is very organised and able to work towards multiple deadlines since you will be reporting in to 2-3 IFA's. All work must be compliant with regulatory guidelines and highly accurate. As an experienced Paraplanner you may already have used many of the related IT systems such as 1st Software, IRESS, Avelo and WRAP Platforms. If you have attained, or are working towards the Level 4 Diploma in Financial Planning, this may be desirable.

In addition to the basic salary, the company offers an excellent benefit package that includes; 7% non-contributory pension scheme, 4x salary DIS, PMI, income protection and profit share. Free parking is also available on-site.

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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