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Paraplanner

Posted by Idex_consulting_ltd-cv_library on 14/09/2018
Postcode
Company name IDEX Consulting Ltd
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 36000 - £50000/annum
Description
We have an exciting opportunity for an experienced Paraplanner to work with an award-winning, leading wealth management firm in Birmingham.

Role
My client is looking for an experienced Paraplanner for the very exciting opportunity to work with the company’s highest profile clients and to gain exposure to complex HNW advice.

Responsibilities

* Provide appropriate support for Financial Planning Managers
* Liaise effectively with the administration team
* Facilitate the smooth processing of new and existing business
* Produce new business reports and reviews
* Support preparation of client review and new client meetings
* Support colleagues with client interaction and by developing an awareness of client management and advice processes
* Support client delivery under the guidance of Financial Advisors/Planners

To be successful you will need

* Has attained CII Level 4 Diploma in Regulated Financial Planning or equivalent
* Experience in a similar role and environment
* Experience of tax and trust planning would be advantageous
* Accuracy, numeracy, attention to detail
* Ability to meet deadlines/work within restricted timescales
* Collaborative and inclusive approach to work

If successful, you will benefit from

* A salary of up to £50,000
* Company benefits and employee rewards package
* Clear career development opportunities and progression pathways
* Flexible work environment

This is an exciting opportunity for a Paraplanner in Birmingham to develop their career by working with a very well recognised and leading name within the industry, who are looking for a genuine, expert, ambitious Paraplanner with strong technical capability.

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

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