Paraplanner

Recruiter
IDEX CONSULTING LTD
Location
Wilmslow, UK
Salary
Competitive
Posted
19 Aug 2019
Closes
18 Sep 2019
Ref
1222769120
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is currently looking for a Paraplanner to join their business in Wilmslow.

Key Responsibilities:
  • Providing technical, research and administrative support
  • Production of compliant and detailed client suitability reports and presentations
  • Help manage client relationship and taking/making calls in a polite and professional manner
  • Possible attendance at client meetings
  • Keeping full and compliant records on file
  • Liaising with Advisers on a regular basis, to work on cases and provide updates
  • Prioritising workload in order to meet all deadlines
  • Taking on project work, assignments, setting up suitability letters and reviewing processes
  • Any other administration based duties that are considered appropriate to the role

Person Specification:
  • Good knowledge across all advice areas (investment, pensions, protection but not mortgages)
  • A very strong interest in compliance and willingness to perform compliance support role
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process and a knowledge of the financial services world
  • Excellent report writing skills and have a high technical knowledge
  • Good IT skills, ideally knowledge of Adviser Office
  • Experience in setting up processes and reviewing practice methods
  • Able to work as part of a team


For more information please contact Graeme Hyland.

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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