IDEX Consulting I

Senior Paraplanner/Junior Planner (BB-9A864)

Found in: Experteer UK

Are you a ambitious Paraplanner who is looking to work for a London based firm with a clear route into advice? Would you be interested in working for a high end, independent firm who provide financial planning and investment management services to high net worth clients and institutions? If so, this role may be for you... You will be working in partnership with one of the Senior Directors, who provides independent, holistic, independent advice to private clients on a range of products and services. Their planning proposition as a whole focuses on over servicing their clients to ensure they're building long-term relationships with them based on trust and assist them in achieving their financial and lifestyle objectives.The role:Attend and participate in client meetings ensuring you obtain the relevant client information during the meetingEnsure all fact finding, file note preparation, suitability report and risk profiling exercises are completed within internal service level agreementsParticipate in meetings, conferences and seminars applicable to role and following appropriate authorisationNetwork with external parties to build professional connectionsEnsure all meeting follow-up work is completed within company timescalesCheck all new business paperwork prior to submission to ensure it is compliantMaintain competency and technical industry knowledge via continuous professional developmentContribute to a positive compliance culture within the businessLiaise with support staff to ensure all new business and review fees are reported correctlyYou:Diploma qualified with ambition of chartered statusExposure to HNW clients and ability to build solid relationships without being fazed by their wealthStrong focus on delivering high quality client serviceExcellent attention to detail and organisational skillsConfident and competent communication skills - verbal and writtenSelf-motivated with a passion for generating relationshipsPlease apply below for more information.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. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Salary:
£40000 - £60000 per annum
Job type:
Date posted: 18 Feb 2021Job reference:

calendar_today19 hours ago

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