Jobs

    Paraplanner - Manchester, United Kingdom - IDEX Consulting Ltd

    IDEX Consulting Ltd
    IDEX Consulting Ltd Manchester, United Kingdom

    4 weeks ago

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    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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