Paraplanner
Job Description
Job title: Paraplanner
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Paraplanner
Job details Posted 12 January 2024 Salary£45000.00 – £55000.00 per annum LocationLondon Job type Discipline Expiry 21 April 2024 Reference40921_1705069970
Consultant
Managing Consultant
Paraplanner
Job description
An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. This organisation provide a technology based financial advice service with client service and accessibility to advice at the forefront of its offering
They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner with a range of cases predominantly across investments, pensions and life products.
Your role will include but will not be limited to:
- To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
- Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives
- Conduct fund research
- Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there
- Preparation of fund switch and encashment letters according to advice provided
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source
- Liaise with Product Providers / Third Parties regarding any technical queries
The ideal candidate will:
- Level 4 diploma qualified
- Good understanding of the Financial Planning process and an interest in utilising new technology in the role
- Strong interpersonal skills, both written and verbal communication
- Customer service skills – providing an excellent service to the adviser and client
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of role
This is a unique opportunity for a Paraplanner in the London area to join a firm where they offer hybrid working and a genuinely supportive environment.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £55000 per year
Location: Nottingham
Job date: Sun, 14 Jan 2024 02:48:51 GMT
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