Senior PA/ Paraplanner

Recruiter
Anonymous
Location
Solihull
Salary
25000.00 - 30000.00 GBP Annual + GBP25000 - GBP30000/annum
Posted
15 Feb 2017
Closes
15 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Leading chartered IFA practice based in Solihull, currently looking to recruit a Senior Support/ Junior Paraplanner to work alongside a Senior Wealth Planner.

* Dealing with Pensions (SIPP, Defined Contribution, Personal pensions and GPP's) and investment planning (ISA, OEIC, Onshore/offshore Bonds, DFM solutions)
* Producing reports
* Researching products and funds
* Working alongside a Senior Wealth Planner, booking in appointments and liaising with clients
* Analyse statistics
* Ability to conduct research for appropriate providers and investments using research engines

The successful candidate will have a Senior IFA Administration background or Junior Paraplanning background, be working towards level 4 or keen to progress with further exams

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful