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6 Jobs for IDEX Consulting LLP in Gloucestershire






Paraplanner
Paraplanner ? Cambridge, ?30,000pa 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 ?30,000 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.

Tue, 21 Oct 2014 14:34:49 GMT



IFA Administrator
IFA Administrator Cambridge ?20,000-?25,000 dependant on qualifications and application of knowledge We are currently partnered with a leading financial services company in Cambridge who, due to continued success, have a vacancy for a Financial Services Administrator for their busy Cambridge office. Key Responsibilities ? Servicing a portfolio of clients within financial services ? Manage all day to day administration tasks ? Follow the technical processes, procedures and controls to ensure the quality and accuracy of all client work ? Build strong working relationships with clients and act as first point of call for any queries ? Work closely with internal colleagues and assist in identifying additional revenue opportunities with existing and new clients Key Requirements Successful candidates will have benefits, payroll or HR administration experience and understand weekly, monthly and annual benefit processing requirements. ? Previous experience of working in Financial Services ? Strong written and oral communication skills ? Strong IT experience in order to work with the necessary IT systems in place ? Working knowledge of Microsoft Office with intermediate use of MS Excel (Formulas, Pivot Tables, V-Lookups and advantage) ? Ability to work on your own and as part of a team ? Ability to establish a good rapport with team and with clients ? Excellent planning and organisation skills and ability to work to deadlines ? Accuracy and attention to detail are essential Applicants will have gained experience within a financial planning environment and have a strong working knowledge of the financial planning process. An excellent basic salary up to ?24,000 is on offer plus a range of benefits as well as support to studying for professional qualifications in a very stable environment. To apply for this role please contact Jack Lawlor on 07961788007 or alternatively email Jack.Lawlor@idex consulting.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 ? Cambridge? up to ?35,000 depending on experience bonus scheme An outsourced technical paraplanning services that have a strong presence within the wealth and IFA community are looking to appoint a Paraplanner to assist with the increasing work loads they are receiving. They carry an image and reputation around professionalism and trust with the client which is paramount. The firm are the longest servicing outsource service within the market place and possess strong relationships with practices that utilise their services. The role is to provide a high quality paraplanning service to the client which includes; Key Requirements: ? Producing clear, technically accurate, compliant and concise reports for clients and producing high level financial plans and detailed suitability reports based on their entire financial position ? Regular investment review reports and family balance sheet summaries of assets and liabilities ? Prepare all information and reports and work with administration team to ensure they have obtained all documentation for you to produce reports and cash-flow plans ? Keep up to date with technical and professional development Candidates must possess a strong paraplanning background ideally from an independent and at either Chartered level or near, you will also be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of the role. Personal attributes are important, you will be able to converse with clients and intermediaries with comfort and be a disciplined individual, technically advanced you will have a real desire to learn, improve and strive for perfection 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



Financial Planning Administrator - Cambridge
Senior IFA Administrator - Cambridge, Cambridgeshire Salary up to ?21,000 plus benefits A professional practice based in Cambridge are looking to appoint a Senior IFA Administrator to provide support to the Paraplanners & Financial Planners who provide fee-based advice to wealthy private and corporate clients. The individual will be providing comprehensive support in a technical administration capacity and take on duties such as new and existing business, client and provider liaison, valuation assessments and client database management. The key objective is to ensure the provision of the highest quality administration support to the sales function and the Company?s clients, this role involves being part of a close working administration team, to ensure business objectives are achieved. - Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking research for the Consultant - Issue and follow up of client Letter of Authorities from client and providers - Acknowledgment of all personal client or third party correspondence - Co-ordinate the issuing of client advice, client correspondence and enclosures - Responsible for dispatching new business to providers as per company procedures - Diary management - Responsible for the recording of client information and policy information on the CRM system - Ordering of new business quotes from providers, Exchange or intranet sites - Responsible for commission discrepancies - Issue of client original policy documentation and contract notes - Preparation and issue of client reviews - Production and administration of client fee invoices Applicants will have gained experience within a financial planning environment and have a strong working knowledge of the financial planning process. An excellent basic salary up to ?21,000 is on offer plus a range of benefits as well as support to studying for professional qualifications in a very stable environment. 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 Bristol Competitive Our client is an award winning financial services company and offer a broad range of services to help manage a client?s wealth and achieve their financial and lifestyle objectives. They believe in building long-term relationships with clients based on trust and high levels of service. Key Responsibilities: ? Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser ? Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client?s needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile. ? Check all compliance paperwork and internal sign off documents are present. ? Prepare draft recommendation reports to be discussed/signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures. ? Request and obtain application forms and other associated paperwork. Skills and Experience ? Understanding of the Financial Planning/Corporate Advice process, where appropriate ? Ability to work within defined business processes and to achieve agreed outcomes without supervision. ? Ability to multi-task and to prioritise and plan own workload. ? Good report writing and communication skills. ? Regulated Diploma in Financial Planning (CII) ? Level 4 or Diploma in Financial Planning 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, 07 Oct 2014 15:34:18 GMT



Paraplanner
Paraplanner Bristol Up to ?35,000 IDEX have a brand new opportunity to join a leading Wealth Management organisation, with a national presence. With extensive growth plans and robust financial backing, they are a fantastic prospect for a Diploma qualified Paraplanner to grow their career. Responsibilities include: ?To support the Financial Advisers in the provision of high quality, accurate reports in an efficient and timely manner. ?To provide guidance and support to advisers, in the production of full and accurate client information to support the advice process. ?To ensure that poor adviser practises are identified and escalated appropriately. ?To make a constructive contribution to the continuing development of the team and the Business. ?To contribute to the development of adviser knowledge and advice delivery. ?Provide solutions to any identified process weaknesses and in-efficiencies. Key skills required: ?Diploma qualification as a minimum ?Financial services experience, Ideally Paraplanning specific, but consideration given to a Compliance or sales/advising background. ?Excellent report writing and presentation skills ?Demonstrate a strong awareness and technical knowledge of Financial Services Industry products and Company specific products and services. ?A positive and proactive approach to work, with a keen eye for detail. ?A hunger to enhance knowledge and skills. ?Excellent IT skills and competent use of research tools. In return for your skills and experience you can expect to receive a competitive basic salary and strong benefits package, with excellent growth potential. 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, 07 Oct 2014 15:21:02 GMT