Paraplanner – Home-based (South East)
Salary up to £36,000
An outsourced technical paraplanning services that have a strong presence within the wealth and IFA community are looking to appoint a Paraplanner to assist with the increasing work loads they are receiving. They carry an image and reputation around professionalism and trust with the client which is paramount.
The firm are the longest servicing outsource service within the market place and possess strong relationships with practices that utilise their services. The role is to provide a high quality paraplanning service to the client which includes;
* Producing clear, technically accurate, compliant and concise reports for clients and producing high level financial plans and detailed suitability reports based on their entire financial position
* Regular investment review reports and family balance sheet summaries of assets and liabilities
* Prepare all information and reports and work with administration team to ensure they have obtained all documentation for you to produce reports and cash-flow plans
* Keep up to date with technical and professional development
Candidates must possess a strong paraplanning background ideally from an independent and at a very minimum possess Level 4 / Diploma, 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.
Personal attributes are important, you will be able to converse with clients and intermediaries with comfort and be a disciplined individuals, technically advanced you will 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.