Paraplanner

Recruiter
Anonymous
Location
Somerset
Salary
30000.00 - 30000.00 GBP Annual + GBP30000/annum comprehensive bonus package
Posted
16 Mar 2017
Closes
30 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My Client, a chartered IFA, is looking for a Paraplanner to join their established team in Somerset. The successful candidate will act as technical support to deliver professional quality written report documentation for the company and their clients.

Key Responsibilities:
* Act as first point of contact for client regarding any technical queries and as the technical interface between clients and Financial Planners
* Preparation of client review paperwork to include fund and product research using appropriate financial systems
* Compilation of financial cash flow forecasts
* Analysis, monitoring and reporting in respect of investment valuation reports, to include draw-down analysis, existing policy analysis and portfolios
* Attend client meetings with the Financial Planners as required
* Preparation of required financial planning reports, including solution design in conjunction with the Financial Planner
* Obtain key feature documents, fact sheets, illustrations and Exchange quotes through appropriate source
* Provide support and assistance for other team members to ensure that tasks are completed on schedule and deadlines met
* Comply with any compliance procedures, TCF, Data Protection and FCA Regulations at all times to ensure regulatory requirements

Person Specification
* Diploma Qualified or willingness to study towards qualification
* Good understanding of the Financial Planning process
* Previous experience working in a Paraplanning role
* Practical application of technical financial knowledge within career in line with FCA regulations
* Previous data research and report writing experience within financial services
* Extensive experience of working with Microsoft Office
* Professional with proven strong customer focus approach to work and building/maintaining client relationships
* Strong interpersonal skills, both written and verbal communication and customer service skills
* Excellent planning, organisational skills and attention to detail to balance demands of the role
* Self-motivated and able to work within a pressured environment

The company is offering up to GBP35,000 with a comprehensive bonus package.

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