Corporate Paraplanner – Surrey
Salary up to £42,000 plus benefits
A national financial planning business with a corporate arm is keen to appoint a Paraplanner to assist the team by supporting Senior Consultants in an Corporate Paraplanner position.
Provide providing technical and new business report writing, drafting communications and project management.
Product research and producing high quality reports
Put together new business proposals and the development of member communications
Scheme project management.
Improving the profitability of the existing client base through comprehensive support the Paraplanner will also be responsible for:
Drafting reports and member communications
Data modelling and analysis
Conducting research, analysing and presenting the results and project managing, including the installation of new DC schemes
Communicating with clients effectively at all levels, both orally and in writing in order to maintain and further develop our excellent client relationships.
Ensuring internal processes, including compliance are followed.
Candidates will ideally be Cert PFS qualified with technical strength within the corporate pensions market, preferable the DC pensions space and possess strong analytical skills, a thorough approach to work with attention to detail and a focus on quality.
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.