A forward thinking, Chartered Practice are looking for a Paraplanner to assist the team due to substantial growth over the past few years. They deal mainly in High Net Worth clients, so the main purpose of the role will be to prepare written advice and provide technical research services to a team of Wealth Advisers.
•Report writing (Life, Pensions and Investments),
•Comprehensive research in the market place
•Work closely with consultants in preparing relevant work
•Meet with product providers as and when required
•Liaise with clients directly as and when required
•Prepare alternative scenarios for consideration in preparing client reports with consultants
•Excellent working knowledge of Pensions & a good general knowledge of Trusts and Taxation
•Good working knowledge of CGT and Income Tax calculations
•Knowledge of ExWeb, Exchange, Analytics and other associated IFA packages
•Proficient in Microsoft Office
•Knowledge of 1st Software (IRESS) would be ideal
•Strong technical knowledge of financial services products
•Relevant experience in an independent IFA would be ideal but not essential
•Excellent communication skills
•Ability to attend client meetings
Candidates must possess a strong Paraplanning background ideally from an independent and at either Chartered level or near, you will also be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of the role.
You will be able to converse with clients and intermediaries with comfort, in addition to being a disciplined individual, technically advanced and confident and constructive in sharing ideas. You must have a real desire to learn, improve and strive for perfection.
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.