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IDEX Consulting Ltd
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Manchester, Greater Manchester
Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
My client is a national UHNW wealth and investment management business based in Manchester. They are currently looking for an experienced Paraplanner to join their team in Manchester. To provide support in responding to client queries To ensure all duties are carried out in accordance with best practice, internal compliance, training and competence, complaints procedures and the requirements of relevant legislation and any other relevant procedures To provide support to the Wealth Management Advisers, including but not limited to: Technical research Report writing and drafting advice letters Keeping client affairs "under review" Managing client expectations Liaising with the relevant internal administration teams and external parties To deliver compliant and client-friendly letters/reports within To maintain pro-active dialogue with clients, as directed To prepare file documentation prior to account opening To keep up to date with all relevant legislative and Inland Revenue practices To reflect and adhere to a culture of compliance in all relevant tasks To develop own professional expertise through on the job training, formal training and, where appropriate professional qualifications The company offers a very attractive salary and benefits package. 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.