Financial Paraplanner - Greater Manchester, United Kingdom - IDEX Consulting Ltd

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.

Prepare information for analysis by the adviser.

Prepare Cashflow report where relevantHelp manage client relationship and taking/making calls in a polite and professional mannerPossible attendance at client meetingsKeeping full and compliant records on fileLiaising with advisers on a regular basis, to work on cases and provide updatesPrioritising workload in order to meet all deadlinesOccasionally taking on project work and assignmentsReview 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 worldYou should be able to plan and prioritise your own workload and work with minimum supervisionYou will have excellent report writing skills and have a high technical knowledgeDiploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner StatusExperience of Advisor OfficeExperience of cashflow modelling and Wrap platformsStrong technical knowledge in the investment and pensions marketFor more information please contact Graeme Hyland on or email graeme.