Paraplanner

Posted 16 January by IDEX Consulting Ltd

Our client is currently recruiting for an experienced Paraplanner to join their team in Altrincham.

The role

*You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives
*You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact and dealing with any queries raised
*You will prioritise your work loads and arrange for requisite supporting material to be obtained
*You will build strong relationships with clients and colleagues

Person:

*You must have an excellent understanding of the financial planning process and a knowledge of financial services world
*You should be able to plan and prioritise your own workload and work with minimum supervision
*You will have excellent report writing skills and have a high technical knowledge

Key skills required:

Diploma qualified
Experience in a paraplanning role

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: 34235840

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