Paraplanner

Region:
West Midlands
Area:
Worcestershire
Specialism:
Financial Services
Job Category:
Paraplanner
Employment Type:
Permanent
Salary:
£30000.00 - £35000.00 per annum + Benefits
Posted:
26-Jul-17
Recruiter:
IDEX Consulting Ltd
Job Ref:
28508

Joining a busy practice in Bromsgrove to prepare recommendation letters and suitability letters for group and to meet with Consultants to ensure compliance with company procedures.

Your responsibilities will be:

* Prepare recommendation letters and suitability reports in line with company procedures and timescales
* Conduct research as required to support recommendations made
* Liaise with technical and compliance departments to ensure that relevant technical or compliance requirements are included in documents produced
* Develop templated reports to ensure consistency of suitability reports and recommendation letters throughout the company
* Dealing with any compliance/file checks and follow up action as required when amendment is required to suitability report/recommendation letter
* Record keeping and filing - completes administrative and business record keeping tasks to the standard required and keeps filing up to date and accurate. Ensure CCD is kept updated with all ongoing tasks

You will be rewarded with generous salary and company benefits.

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.

Contact Details:
IDEX Consulting Ltd
Tel: 0333 700 4339
Fax: 08453 701008
Contact: Shelley Hobson

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