Paraplanner

Recruiter
IDEX Consulting Ltd
Location
Liverpool
Posted
18 Apr 2019
Closes
17 Jun 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

My client is a Chartered IFA firm and they are currently looking for a Paraplanner to join their team in Liverpool.

  • Undertake relevant research to identify suitable solutions to meet a client's specific objectives
  • Prepare relevant documentation and comparisons ready to be reviewed
  • Prepare suitability reports
  • Preparing and maintaining client files
  • To collate all the quantitative detailed information required to support any recommendations to be made
  • To ensure all relevant paperwork held within a client file is present, relevant and compliant
  • Discuss client objectives with the adviser
  • Ensure all appropriate 'know your client' information has been obtained and can be demonstrated within the relevant client file
  • Identify and discuss areas for planning with the Adviser
  • Attend client meetings with Advisers if required
  • Ensure any updates and reports are issued to clients in a timely manner
  • When instructed, review client investment portfolios, asset allocations, risk profile etc.
  • Attain and maintain level of competence as required by the firm


Relevant paraplanning experience and industry qualifications are essential. Part level 4 qualified will be considered.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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