Paraplanner

Recruiter
Anonymous
Location
Durham
Salary
28000.00 - 35000.00 GBP Annual + GBP28000 - GBP35000/annum
Posted
16 Mar 2017
Closes
13 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My Client is a Chartered Financial Planning practice and they are currently looking for an experienced Paraplanner to join their team on the South Side of County Durham.

The successful candidate will be responsible for providing a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client.

THE ROLE

* Preparation of Suitability/Reason Why letters/reports and recommendations
* SIPP and Private Portfolio Reviews
* Product and Fund research
* Obtaining Illustrations, fund fact sheets and all related Compliance documentation
* Packaging letters for clients, including all necessary application documentation
* Attending client meetings and preparing meeting notes when requested to do so
* Other duties as required and requested to ensure the smooth running of the company as a whole
* Work collaboratively with the Team Leader, Planner, Administrators and other colleagues to retain a strong focus on the provision of excellent client service.
* Ensure all qualification and CPD requirements outlined in the Paraplanner T&C scheme are consistently achieved.
* Keep up to date with all relevant product, legislative and technical changes, as required
* Be an active member and contributor at team meetings

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