Paraplanner

Recruiter
Anonymous
Location
Mansfield
Salary
30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum
Posted
10 Mar 2017
Closes
24 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner - Mansfield, Nottinghamshire - up to GBP35,000

Company Information

My client is a leading global provider of independent financial advice. They provide holistic wealth management advice to high net worth and ultra-high net worth clients.

The role

Working within a team of Paraplanners you will support Wealth Managers providing high quality financial advice to clients. You will use various pieces of software to assist with your analysis.

Key Responsibilities and Outputs

The job will include the following on a day to day basis. This does not form the full scope of the role, which will be varied and will expand as your experience of working with clients grows.

* Researching and analysing a client's financial situation

* Understanding financial priorities, including a review of clients' desire for long term financial security

* Obtaining investment valuations

* Writing financial planning review and suitability reports for client meetings

* Implementing investments fund instructions

* Liaising with financial institutions

* Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

Key Characteristics sought

* Ideally Diploma Qualified or working towards

* Strong analytical and research skills

* Strong report writing and numerical skills

* High level of attention to detail

* Motivated and organised

* An aptitude to learn

* A passion for providing exceptional client service

* An interest in the Financial Services Sector

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