Paraplanner Senior Paraplanner
Up to ?35,000 (negotiable on experience)
Independent firm of chartered accountants that also incorporates a wealth management practice, is recruiting for a level 4 qualified Paraplanner to join their growing Wealth Management team in Solihull. This prestigious organisation has a track record of success serving their vast network of fee based High Net Worth clients with holistic financial planning advice.
Reporting directly in to the lead IFA/Director, your primary role will be to research, produce high quality suitability reports and recommend pensions, investments and protection for high net worth clients.
The client provides holistic financial planning advice to their clients. This is why they are looking for someone who has a broad knowledge of researching and recommending tax lead investment products, ISA?s, Self invested Personal Pensions (SIPPs), Offshore Bonds, Collectives, IHT efficient solutions and non-investment lead insurance products. The standard of the suitability reports produced needs to be high and you will be utilising a range of information sources. The IFA produces a high level of new business each month, therefore your day will be balanced between processing both new and existing business for clients.
The ideal candidate
? Self-motivated and highly proactive
? Smart and well presented
? Ability to meet tight deadlines
? Systems knowledge of First Software, O&M Pensions Profiler, Analytics, Synaptics will be an advantage.
Please visit www.idexconsulting.com 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.