Paraplanner - Swanley, United Kingdom - IDEX Consulting Ltd
Description
We are working exclusively with a progressive IFA business with presence in London and the South East. As a result of continued growth they now require x2 more Paraplanners in either the Swanley and Borehamwood office.Within your role you will be responsible for the preparation and submission of advice pre-approval forms and prepare suitability reports from templates, this is based upon information received from the Wealth Planning Advisers (Meeting Notes, Fact Finds, RiskProfiles etc).
They are relied upon for technical guidance by all aspects of the company and work closely with the Compliance Department to ensure that clients receive financial advice which is meets the guidelines set by the Regulator and the Company.
- Level 4 diploma qualified or very close to obtaining
- Strong written and verbal communication skills
- Good organisation skills
- Confident using Microsoft Office products and the ability to learn new systems and processes
- Good working knowledge / experience of the financial services industry and suitability reports
- Comprehensive knowledge of a wide range of financial products and services
- Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied
- Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g. capital gains tax, inheritance tax, chargeable events on life assurance products)
- Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice
- Good track record in delivering customer satisfaction
Benefits:
- Performance Based Headline Bonus: approx. 810% of basic paid in two halfyearly instalments
- Holidays: 25 days per year (plus bank holidays)
Death In Service: 3 x basic salary
- Flex benefit scheme: Annual allowance of £150 which can be used to purchase additional benefits such as health insurance, critical illness cover, donate to charity, and others (on completion of 6 month probation period)
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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