Paraplanner

Posted 4 April by IDEX Consulting Ltd Easy Apply

My Client is currently looking for an experienced Paraplanner to join their team in South Manchester.

Principal Accountabilities

* Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
* Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
* Provide technical support and back up to Advisers and the IFA Administrators
* Complete portfolio reviews and rebalancing requests
* Deal with client and insurer queries to completion via the telephone or in writing
* Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
* Ensure 1st is kept up to date with clients and portfolio details as necessary and required
* To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
* Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management

Essential requirements
* Qualified to Diploma level with a desire to achieve Chartered status
* Excellent research, analysis and report writing skills
* Proficient with word, excel applications and spreadsheet production
* Experience of working with 1st Software

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: 34820329

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