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 10 January 2024 Salary£35000.00 – £40000.00 per annum LocationBath Job type Discipline Expiry 19 April 2024 Reference40901_1704904517
Consultant
Regional Manager
Paraplanner
Job description
Hybrid working 2 days in the office the rest from home!
We are working with an award winning IFA firm in Bath on an Paraplanning role.
This expanding IFA firm are only Paraplanners who hold their level 4 diploma and have worked within a Paraplanning role.
This would suit someone who is a career Paraplanner or if you would like development into an adviser role you can expect to be put on a development plan and achieve this from 18 months within role.
Your role will include but not be limited to:
- Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
- Providing high quality technical, administrative and research support to the Advisers
- Undertaking whole-of-market research as required, including investments, pensions and protection plans
- Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments
- Liaising with the Regulatory & Technical team to ensure the advice is compliant
- Be able to prioritise work in your queue by liaising with advisers on a regular basis
- Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline
- Building strong and effective working relationships with other teams in the firm and third party product providers
- Attending and contributing to meetings – both internal and external – and delivering group and individual training on topics appropriate to the role
- Ensuring that all client records and data are maintained accurately and efficiently
- Participating in ad hoc projects and tasks as and when required
To be considered for this role:
- The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text
- Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice
- Proficiency in complex report writing
- CII Diploma in Financial Planning (as a minimum)
- Excellent grammar, spelling and punctuation skills
- Excellent interpersonal and communication skills
What’s in it for you?
- Company discretionary bonus scheme
- 24 holidays (increasing to 26), plus 2 additional Christmas days off
- Company Pension scheme
- Private Health-care
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Bike to Work Scheme
- Full support with professional qualifications, including CII membership
- Career progression available
- Well-being Programme
For more information on this Paraplanning role in Bath with an Award winning IFA firm please click apply and we will be in touch.
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: £40000 per year
Location: Nottingham
Job date: Fri, 12 Jan 2024 06:01:40 GMT
Apply for the job now!
