Paraplanner - Aberdeen, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd

Verified Company

Aberdeen, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Idex Consulting are looking for a Paraplanner for a well known IFA.

This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

Key Accountabilities Include

Preparing and maintaining client files and client reviews
Building cash flow models
Preparing recommendations and suitability reports
Identifying areas for planning
Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need
Preparing information/comparisons for analysis by Planner
Liaising with client's legal and tax advisors (if applicable)
Establishing and building strong relationships with clients

Person Specification
Knowledge

Excellent understanding of the financial planning process
Good technical knowledge in a wide range of product areas pensions, investments, IHT planning, tax planning, protection
Excellent suitability report writing skills
Keep up to date with new product, technical and legislative changes within the marketplace

Experience

Experience working within a financial planning company
Experience in a paraplanning role
Experience using client cashflow modelling software preferable

Qualifications:

Diploma in Financial Planning or equivalent is desired

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

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