25000.00 - 40000.00 GBP Annual + GBP25000 - GBP40000/annum Benefits
16 Feb 2017
06 Mar 2017
Contract Type
Full Time
My client is a leading national firm with more than 17,000 clients, who specialises in Private wealth planning, personal financial management and corporate benefit solutions. Currently seeking a Paraplanner to join their award winning team in Amersham.

The successful candidate will play a huge part in the process that helps their clients to achieve their goals - something that the team find immensely rewarding.

Your responsibilities:-

* Analysing and preparing financial plans for clients
* Preparing and submitting applications and supporting documents to product providers
* Inputting new business proposals to the back office system in line with Company procedures
* Maintaining up to date client fact find information on the back office system
* Maintaining client files in line with Compliance procedures
* Undertake technical research and financial analysis to allow the Financial Planner to identify suitable solutions for the client
* You will show your skill at multi-tasking and prioritising effectively as well as being able to work independently.
* Most of all you'll become an integral part of the Team - supporting your colleagues and contributing to the atmosphere

The successful candidate will need to have:-
Held a previous role as a Paraplanner
Experience of explaining complex information.
Your Level 4 Diploma in Financial Planning

You will need high quality report writing skills with a keen understanding of private client advice.

A basic salary of up to GBP40,000 is on offer plus benefits as well as an excellent environment to develop your financial planning career..

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

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