IDEX Consulting Ltd
Sutton Coldfield
08 Apr 2018
19 Apr 2018
Contract Type
Full Time
We are seeking a highly professional and qualified Paraplanner to join a very prestigious chartered, IFA firm in Sutton Coldfield.

The Company

My client is a chartered IFA firm, based in the scenic location of Sutton Coldfield. They provide high quality, expert, independent advice to their clients, which include high net-worth and ultra high net-worth individuals.


My client is looking for an qualified Paraplanner to effectively support the Chartered Financial Planners, in order to achieve the agreed business objectives, providing market leading service in a customer focused, efficient, compliant and cost-effective manner.


* Review investments and clients financial situation for review meetings
* Preparation of meeting agenda and minutes
* Research and preparation of client recommendations
* Preparing a variety of documentation, reports, letters and summaries
* Produce quarterly valuations
* Review and re-balance client portfolios
* Manage high workload and meet challenging deadlines adhering to SLAs

To be successful you will need:

* Level 4 qualifications, or equivalent
* Paraplanning experience
* Good written and oral communication skills
* Good analytical and numerical skills
* Computer literate
* Strong technical knowledge

If successful, you will benefit from:

* A salary of up to £36,000 (dependent on experience) plus bonuses
* Death in service, 4x salary
* Generous annual leave + Christmas break and day off on your birthday
* Luxurious offices, set in a beautiful location, with parking
* Taking pride in working for an organisation that is ‘best in class’

This is an excellent opportunity to progress your career and broaden your knowledge, by working with the ‘best in class’, being part of only 5% of all firms in the UK who are chartered. If you match my client’s requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch!

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

Similar jobs

Similar jobs