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 09 January 2024 Salary£35000.00 – £45000.00 per annum LocationWigan Job type Discipline Expiry 18 April 2024 Reference40637_1704816262
Consultant
Business Manager
Paraplanner
Job 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 Cash-flow 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 cash-flow modelling and Wrap platforms
- Strong technical knowledge in the investment and pensions market
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
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: £45000 per year
Location: Nottingham
Job date: Thu, 11 Jan 2024 07:24:24 GMT
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