Paraplanner

Recruiter
IDEX Consulting Ltd
Location
Northampton
Salary
£25000 - £35000/annum
Posted
15 Jun 2017
Closes
15 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner - Northampton, Northamptonshire - Salary Up To £35,000

Our client is a chartered, innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and Business Owners. They are looking for an experienced Paraplanner to support two Chartered Adviser's based out of their Northamptonshire office.

Main Duties:

* Support sales through research and preparation, analysing risk questionnaires, investment plans, suitability letters, quote and application preparation
* Prepare documentation for client meetings
* Submission of new business, pro-actively pushing through and ensuring fees are received in a timely manner
* Prepare and maintain suitability letter templates in line with compliance procedures
* Ensure all business written has all necessary supporting documents
* Assist with technical queries from clients and colleagues
* Spreadsheet preparation and creation of excel tools
* Build relationships with Life Offices providers, colleagues and clients
* Ensure admin team are kept briefed with technical or legislative changes within the industry

Qualifications/Knowledge/Experience required

Essential:

* Certificate in Financial Planning
* Current or previous paraplanning experience
* Comprehensive knowledge of SIPPs, GPPs, Drawdown plans
* Good written and oral communication skills
* Good analytical and numerical skills
* Excellent time management skills
* Be computer literate, competent with Word, Excel, Outlook, etc.

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