Paraplanner

Recruiter
IDEX Consulting Ltd
Location
Birmingham
Salary
£25,000 per annum
Posted
01 Sep 2017
Closes
22 Oct 2017
Contract Type
Full Time

Joining a top 100 Accountancy Practice within the financial planning team in Birmingham City Centre assisting in the provision/implementation of suitable private client financial advice in order to meet and/or exceed agreed targets.


You will be responsible for:-

  • To assist in the creation/maintenance of key internal and external relationships through a programme of regular 1:1 meetings and/or feedback
  • To assist in the delivery of independent financial plans and/or advice to private clients in accordance with internal/regulatory standards by effective communication, work flow management and record-keeping/database management
  • To develop the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice
  • To hold the Diploma in Financial Planning and looking at achieving Chartered status
  • To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate
  • To negotiate and agree (in conjunction with the Financial Planner/Head of Research) the placement of contracts with appropriate terms on behalf of clients
  • To ensure correct compilation and completion all new applications and/or schemes in accordance with internal/regulatory standards by effective communication, work flow management and record-keeping/database management
  • To identify and refer opportunities to improve working practices and/or risk management to enable improvements to be made
  • To develop/maintain report writing and communication skills to enable effective communications with the client


What you need to be successful:-

  • Financial Planning Diploma
  • Evidence of technical competence
  • Able to commit to obtaining the Advanced Financial Planning Diploma
  • Appropriate appearance for a 'professional' office
  • Adaptable to changing demands and priorities
  • Seeks opportunities to develop own skills
  • Demonstrates commitment to own development
  • Able to prioritise workload

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.