Paraplanner

My client is currently looking for an experienced Paraplanner to join their team in Blackburn. The Role To work as part of the wealth management team providing an excellent service to their clients Support our Advisers in helping clients, many of whom are Business Owner Managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports Assist the Compliance Officer in maintaining appropriate systems and controls, including compliance projects and presale file checking Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole Passionate about providing great client service Great at communicating with people at all levels - face to face and in writing Positive and good at using your initiative Organised and good at working under pressure Motivated and well organised Level 4 qualified (or close to completion) Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.