Jobs

    Paraplanner - greater manchester, United Kingdom - IDEX Consulting Ltd

    IDEX Consulting Ltd
    IDEX Consulting Ltd greater manchester, United Kingdom

    3 weeks ago

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    Description
    Job Description

    Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.

    THE ROLE:

    • Providing technical, research and administrative support
    • Production of compliant and detailed client suitability reports and presentations
    • Discuss the client's needs and objectives with the relevant adviser.
    • Undertake research to identify suitable solutions to meet the client's needs and objectives.
    • Prepare information for analysis by the adviser.
    • Prepare Cashflow report where relevant
    • 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
    • Occasionally taking on project work and assignments
    • Review investment portfolio, asset allocation, risk profile etc

    PERSON:

    • You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
    • You should be able to plan and prioritise your own workload and work with minimum supervision
    • You will have excellent report writing skills and have a high technical knowledge
    • Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
    • Experience of Advisor Office
    • Experience of cashflow modelling and Wrap platforms
    • Strong technical knowledge in the investment and pensions market

    For more information please contact Graeme Hyland on or email


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