Home Based Paraplanner

Recruiter
IDEX CONSULTING LTD
Location
Devon
Salary
£30,000 - £39,999
Posted
19 Aug 2019
Closes
22 Aug 2019
Ref
1235873619
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Founded by a group of like-minded Financial Advisers my client is on a mission to provide the best possible advice to its customers without the jargon typically found elsewhere.

There are some businesses who claim to put customers first and there are those that do it! If integrity and great customer service is at the heart of what you do, then a role with this particular company could be right up your street.

The role:
Paraplanning has, up until now been outsourced by the business but as they grow, they're now looking to set up a team of home based Paraplanners to support their Advisers. In this role you will prepare meeting documentation and be responsible for undertaking product and fund research. You will interpret and summarise fact find and meeting records. You'll review client circumstances and document financial planning reports. In addition, you will regularly review client's circumstances and contribute to the team's technical knowledge. As this is a home-based role, you'll need to feel confident in your ability to work alone with minimal supervision.

Skills/Experience
  • Ability to work remotely with minimal supervision
  • Experience of working as a Paraplanner in either a home or office-based environment
  • Level 4 Diploma would be beneficial, but not essential

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