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2 Paraplanner Jobs in Lancashire




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IDEX Consulting LLP (2)

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Preston (2)



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£10,000 - £20,000 (1)




Paraplanner
My Client is currently looking to recruit an experienced Paraplanner to join their team in Preston. THE ROLE ? To work as part of a team alongside the firm?s advisers and administrators to provide clients with a professional ongoing Financial Planning experience. ? Once in receipt of a completed ?factfind?, collate all the relevant quantitative detailed information required to compile a financial services report. ? Undertake research to identify suitable solutions to meet the client?s needs and objectives. ? Prepare information for analysis by the adviser. ? Check all paperwork / information is available to ensure that the client file meets the FCA?s rules and requirements. ? Discuss the client?s needs and objectives with the relevant adviser. ? Prepare suitability reports in accordance with the agreed recommendations. ? Organise future planning meetings with clients, in accordance with agree timescales. ? Review investment portfolio, asset allocation, risk profile etc. ? Keep up-to-date with new product, technical or legislative changes within the marketplace ? Act as main point of contact and deal effectively with queries from clients and other parties ? Establish and build strong relationships with clients ? If required, attend client meetings with adviser THE CANDIDATE ? Excellent inter-personal skills, both written and verbal ? Excellent report writing skills ? Accurate with good attention to detail ? Time management ? Detailed knowledge of the FCA?s rules and requirements ? Detailed knowledge of the FCA?s and the firm?s record keeping requirements ? Broad knowledge of the financial services sector ? High level of technical knowledge ? Qualified to diploma status For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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, 07 Oct 2014 14:58:02 GMT



Paraplanner - Preston
My client is currently looking for an experience Paraplanner to join their team in preston. Reporting to the Paraplanning Manager, you will provide a first class technical support service to our team of financial planning consultants. The principal duties of this role will include: ? Research of products and funds ? obtaining illustrations and quotations ? preparing suitability letters and reports ? dealing with technical queries ? keeping up to date on legislative and regulatory issues ? ensuring that research and reports are compliant with internal processes and legislative requirements. You will need to be highly organised and be able to effectively manage your own workload, particularly whilst working under pressure. You will also need to be able to work on your own initiative, be attentive to detail and have the commitment to ongoing learning and self development. To be considered for this position, applicants must possess the following: ? Diploma in Financial Planning ? experience of working in a technical support/paraplanning role ? good IT skills including Word and Excel ? a high level of numeracy ? good communication skills (written and verbal) Experience of using 1st Adviser Office and Synaptics/FE Analytics would also be an advantage. For more information please contactg Graeme Hyland on 07896 933622 or email graeme.hyland@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, 07 Oct 2014 14:45:42 GMT