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Paraplanner

Paraplanner

IDEX ConsultingHertfordshire
30+ days ago
Salary
£45,000.00–£65,000.00 yearly
Job type
  • Permanent
Job description

Job description

A superb opportunity has become available for an experienced Paraplanner in the Hertfordshire area to join a growing and highly regarded IFA.

They are looking for an individual that holds their level 4 diploma as a minimum and ideally working towards their advanced qualifications and has strong experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.

Your role will include but will not be limited to :

  • To assist the 2 Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives
  • Conduct fund research
  • Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
  • Preparation of fund switch and encashment letters according to advice provided
  • Obtain applications, key features documents, fact-sheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
  • Liaise with Product Providers / Third Parties regarding any technical queries

The ideal candidate will :

  • Level 4 diploma qualified as a minimum
  • Strong understanding of the Financial Planning process
  • Strong interpersonal skills, both written and verbal communication
  • Customer service skills - providing an excellent service to the adviser and client
  • Excellent planning and organisational skills
  • Ability to work effectively to deadlines
  • Accuracy and attention to detail to balance demands of role

    • This is a unique opportunity for a Paraplanner in Hertfordshire to join a firm where you will play a significant part in the financial planning team and help develop the client offering.