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IDEX Consulting Ltd
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Liverpool, Merseyside
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
My client is a Chartered IFA firm and they are currently looking for a Paraplanner to join their team in Liverpool. Undertake relevant research to identify suitable solutions to meet a client's specific objectives Prepare relevant documentation and comparisons ready to be reviewed Prepare suitability reports Preparing and maintaining client files To collate all the quantitative detailed information required to support any recommendations to be made To ensure all relevant paperwork held within a client file is present, relevant and compliant Discuss client objectives with the adviser Ensure all appropriate 'know your client' information has been obtained and can be demonstrated within the relevant client file Identify and discuss areas for planning with the Adviser Attend client meetings with Advisers if required Ensure any updates and reports are issued to clients in a timely manner When instructed, review client investment portfolios, asset allocations, risk profile etc. Attain and maintain level of competence as required by the firm Relevant paraplanning experience and industry qualifications are essential. Part level 4 qualified will be considered. 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.