Jobs 1 - 2 of 2 | RSS

2 Jobs in Derby


Jobs by Title


Paraplanner (1)
Administrator (1)



No job keywords for Derby


Jobs by Company


IDEX Consulting LLP (2)



No locations for Jobs in Derby jobs




No contract types for Jobs in Derby


Jobs by Salary Range


£0 - £10,000 (1)
£20,000 - £30,000 (1)




Administrator
Administrator Derby ?16,000 PA We are partnered with a company who provides financial planning advice to families and businesses throughout Derbyshire and beyond, particularly those with complex needs. We build long term, trusted relationships and strive to provide our clients with a dedicated and quality service. As a Chartered Financial Planning firm, we work with quality clients and our standards are high. There is now an opportunity to join our busy administration team, helping to process our clients? financial transactions, keeping them up to date and making sure they have an excellent experience. This is a chance to join a successful firm and really make an impact. A background in a similar administration role within a financial advisory business will be essential. This is a full time role based in our offices in Derby. The salary and benefits package will be dependent on your experience and abilities. Responsibilities o Prepare valuations of clients? investment and pension plans o Produce new business illustrations o Submit and progress new business applications o Attend client meetings on occasion and produce attendance notes o Liaise with clients and keep them well informed o Liaise with third parties such as life companies and Investment Managers o Maintain internal registers and databases o Assist in the continual improvement of our processes Knowledge and Experience o At least 1 years? experience in a similar administration role within a financial advisory firm o Proven ability to think on your feet and come up with solutions to problems o Holding or studying towards relevant qualifications such as the CII Diploma in Regulated Financial Planning would be an advantage o A history of being able to communicate to different types of people clearly and confidently o Excellent written work, with proven ability to prepare work without errors o Good numeracy skills with experience of using spreadsheets o Experience with providers? websites is essential. Experience with Intelligent Office would be useful About You o A passion for doing things well, with accuracy, detail and great presentation o Professional, positive, focused and friendly o A strong team player o Able to prioritise and manage workloads calmly and effectively To apply for this role contact Jack Lawlor on 07961788007 or email: jack.lawlor@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: 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.

Tue, 21 Oct 2014 14:34:12 GMT



Paraplanner
Paraplanner ? Derby - ?35,000 A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business. The Paraplanner will be responsible for the providing comprehensive technical support to the team of Financial Planners who are well qualified, producing high quality reports, recommendations and product research will be key drivers of the role. The firm will also like the individual to have an input on various procedures and techniques that are operational within the firm. Main Duties and Responsibilities: ? Research market for consultants on a case by case basis to determine and deliver the most appropriate solution(s) and provider(s) ? Construct Suitability Reports for consultants ? Create cash flow reports for consultants ? Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made ? To provide all support material for client recommendation including illustrations ? To provide technical support and back up to the Consultant ? Liaise effectively with clients, product providers, associations and other departments ? All of the above in a compliant manner as set down by the Group and the Regulator?s procedures ? Answering the telephone in a polite manner ? Assisting consultants as required ? Undertaking any other reasonable duties as requested ? Collating information from existing investment portfolios ? Prioritising personal workload ? Liaising with internal and external administration teams ? Preparation of annual client reviews ? Maintaining compliant client files The individual they are looking to appoint must have experience of dealing with wealthy private clients and you will ideally be Diploma / Level 4 qualified however this isn?t essential. As you will be familiar with a range of financial planning techniques the firm will assist employment to advance their own knowledge and skills by funding examinations and training courses. Personal attributes are important, you will be able to converse with clients with comfort and be a team player and technically advanced you will have a real desire to learn, improve and strive for perfection. A basic salary is on offer around ?35,000 plus benefits and bonus dependent upon the individual and application of knowledge. If you are interested please contact Jack Lawlor on 07961788007 or E: jack.lawlor@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: 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.

Mon, 20 Oct 2014 15:39:45 GMT