Posted 10 January by IDEX Consulting Ltd Ending soon

My client is currently looking for an experienced Paraplanner to join their team in Cumbria.

The role

  • Assisting the Financial Planner in their client relationships
  • Filtering calls from clients, assisting where possible and passing the query to the Financial Planner if necessary
  • Organising client reviews and appointments
  • Providing commentary on fund and portfolio performance based on last valuation
  • Assisting the Financial Planner with their time management and work flow
  • Organising weekly catch up meetings with Financial Planner and organising follow up work
  • Checking client profitability reports and advising Financial Planner of any required actions
  • Establishing needs and objectives of client from fact find, undertake research and consolidation information to write the financial plan/suitability letter
  • Obtaining relevant documents to support the financial plan/suitability letter (e.g. fund fact sheets)
  • Attending client meetings and note taking, where necessary
  • Relevant follow up work to be documented and passed to client services team within agreed timescale
  • Assisting with analysis and research to prepare a financial plan and pension transfers, including use of research systems etc. and producing supporting documents

The candidate

  • Previous experience as a Paraplanner is required
  • Level 4 qualified (or close to completion)
  • Highly organised
  • Positive and enthusiastic 'can do' attitude
  • The company offers a competitive salary and comprehensive benefits package

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.

Required skills

  • paraplanning
  • Para Planner
  • Paraplanner
  • Para-planner
  • para planning

Reference: 33838517

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