Paraplanner - Bristol, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Bristol, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years.

This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 diploma.
The role can offer hybrid working with you being in their central office once a week if needed

Duties include but are not limited to:

  • Ensure that the advice and financial reports satisfy the internal requirements and external regulatory requirements.
  • Follow the businesses procedures thus ensuring that the business risk is kept to a minimum.
  • Able to provide and produce financial reports for the full range of products sold by the Wealth Advisers
  • Take responsibility for incoming enquiries, requests and instructions from internal/external clients and provide a timely response.
  • Carry out and/or assist with additional tasks as required by your line manager and carry out special takes and projects as required.
  • Provide outstanding customer service and portray an excellent image to all clients including internal customers and proactively manage the client experience.
  • Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to proactively manage the client experience.
  • Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to optimise productivity and improve customer service.
In return you will be provided with a competitive basic and fantastic benefits such as:

  • Discretionary bonus
  • 25 days holiday + Bank holiday
  • Flexi benefits scheme
  • 9% Employer Pension contribution
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

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