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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: £30,000 per annum |
Overview
As a Paraplanner you will be working as a part of a team and will be responsible for full paraplanning support and will benefit from an environment that encourages and supports your professional development. For willing candidates, the opportunities around supervision are available. The purpose of the role is to contribute to financial planning offered to our clients, taking into consideration their values, needs and expectations; whilst working in a mutually benefiting partnership with existing Financial Advisors and Executives. Preparing illustrations for Advisers using various websites and tools Preparing financial reports and suitability letters with regards to the Adviser's recommendations in a complaint manner Working knowledge of pension switching programmes would be very useful Understanding of personal pension administration Carry out technical research and analyse data collected on behalf of clients Liaise with clients post meetings answering technical queries Proactive in identifying investments opportunities for clients Act as a centre of technical excellence and share the expertise with the wider team Working For them In return they offer we offer a transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills. You will have an opportunity to be part of an employee owned business that values employee involvement. In addition, they offer a contributory pension scheme, up to 30 days of holiday and an opportunity to join a tax-incentivised shareholder incentive plan. Requirements Experience in independent suitability report/annual review writing Level 4 qualified Absolutely critical to the role are high level of literacy and numeracy, both written and verbal Ability to problem solve and to deal with conflicting priorities Enthusiasm for self-management 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.