Paraplanner/ Support

Recruiter
Anonymous
Location
Sutton Coldfield
Salary
22000.00 - 28000.00 GBP Annual + GBP22000 - GBP28000/annum
Posted
16 Feb 2017
Closes
02 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner/ Support
Sutton Coldfield
(Apply online only)

My client is a client focused private wealth management firm, looking to grow the technical support team.

The role is to provide technical administration support to the 4 IFA's, my client is open minded on the role and can tailor it around the individual so candidates can be given more or less responsibility depending on the individual - If you have leadership experience this would be advantageous as the role could offer managerial responsibility.

The successful candidate will also provide cradle to grave administration including new business processing, and product research to report writing

The successful candidate will have a proven background of providing IFA support to some Paraplanning exposure this would be ideal.
Ideally hold Certificate in Financial Planning - CF1 - 5
You must have whole of market product knowledge.
IT literate with experience using Prestwood and Truth Software would be advantageous

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