Looking for a Diploma Qualified Paraplanner to join this unique firm in Warwickshire.
You will be responsible for :-
- Carry out analysis and research to provide solutions to meet client needs and objectives
- Write suitability letters and source client specific illustrations and key features documents
- Assist Advisers with the presentation of recommendations to clients
- Ensure high standards of record keeping, management reporting, compliance and customer satisfaction and ensure any associated business risks are understood and managed
- Support the automated advice propositions, providing expertise on investment process, suitability letter templates, product and fund research and advice strategies
You would be rewarded with:-
- Upto GBP40,000 salary
- Free parking
- Company benefits
- Discretionary bonuses
Please contact Shelley Hobson to discuss further.
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.