Paraplanner

Recruiter
IDEX CONSULTING LTD
Location
Birmingham
Salary
£30,000 - £39,999
Posted
08 Nov 2019
Closes
08 Dec 2019
Ref
1234904026
Category
Accounting
Contract Type
Permanent
Hours
Full Time
"What is the city but the people." - William Shakespeare.

There's nothing quite like the buzz of working in a big city. The hustle and bustle can be the perfect motivation to keep you on your toes.

Benefits to you:
  • Professional qualifications, study, training and development - paid for and mentors on hand to actually help you achieve your goals
  • Transport links - the firm offers flexible working hours and is NEXT to New Street Station they also offer season ticket loans for those using public transport links or cycle to work scheme for the healthy people
  • The social element - downtime is as vital in the current business climate - client events are hosted and encouraged
  • Community and networking opportunities - being surrounded by an office of motivated. Remember, the more that you network, the greater your potential for growth and that's where the city office excels
  • Company bonus scheme on personal and company performance
  • Getting married? Get an additional day off for your wedding
  • Ready to buy a home? Free mortgage advice
  • 25 days holiday - rising over service year and bank holidays off, plus you get Christmas off with the family - plus buy and sell Holiday
  • 4 x death in service - should the worst happen
  • Private medical insurance
  • Private health insurance
  • Critical illness cover
  • Company pension scheme - save for retirement

Your new role responsibilities:
  • Provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively
  • Working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures
  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
  • Undertake quotes using relevant in-house platforms or request quotes from external providers
  • Undertake the necessary research and analysis, including:
    • Fund analysis
    • Product comparison
    • Product analysis
    • Fund research
    • Charges analysis
    • Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely
    • Discuss the reports with the Financial Adviser
    • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team

You will hold or be working towards achieving Level 4 Diploma (or equivalent professional qualification) and have a working background within a paraplanning role.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 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.

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