Senior Paraplanner (Manager)

Region:
North West
Area:
Cheshire
Specialism:
Financial Services
Job Category:
Financial Planning, Paraplanner, Office Management
Employment Type:
Permanent
Salary:
£35000.00 per annum
Posted:
28-Jul-17
Recruiter:
IDEX Consulting Ltd
Job Ref:
BBBH29240

My Client is currently looking for a Senior Paraplanner to supervise their team of Paraplanners in South West Manchester.

THE ROLE

* Supervision of Paraplanning department and staff
* Maintain work logs and pro-actively manage workload to ensure deadlines are met
* Attendance at Investment Committee meetings
* Aid adherence with FCA and internal compliance procedures
* Assisting when required completing regulatory requirements and processes
* Preparing client reports, suitability letters and supporting research
* Preparing pension transfer analysis reports
* Analysis of investment portfolio composition and performance
* Handling technical client queries
* Research and preparation for client meetings
* Attendance at clients meetings with RI if required

Skills and Knowledge Needed:

* Level 4 Diploma qualified (or equivalent)
* Experience in Tax and Trusts
* Experience in Pensions including SSAS and Corporate schemes
* Attention to detail is essential.
* An articulate manner and ability to communicate effectively in verbal and written form with HNW clients and colleagues alike.
* Flexible in approach to work.

For more information please contact me on 078963 933622 or email graeme.hyland@idexconsulting.com

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: Graeme Hyland

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