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IDEX Consulting Ltd
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Altrincham, Greater Manchester
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Our clients is currently recruiting for an experienced Paraplanner to join their team in Altrincham. THE ROLE You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact and dealing with any queries raised You will prioritise your work loads and arrange for requisite supporting material to be obtained You will build strong relationships with clients and colleagues PERSON: You must have an excellent understanding of the financial planning process and a knowledge of financial services world You should be able to plan and prioritise your own workload and work with minimum supervision You will have excellent report writing skills and have a high technical knowledge KEY SKILLS REQUIRED: Diploma qualified Experience in a paraplanning role 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.