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2 Jobs for IDEX Consulting LLP in Sutton


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Paraplanner (2)



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Technical Paraplanner
Technical Paraplanner Sutton Coldfield Salary up to ?40,000 Our client are an independent firm of wealth managers who use cash flow planning for their ultra high net worth client bank that has been developed in the last 30 years of business. With 8 financial planners and 6 administrators, they now seek a technical paraplanner to join the business and work alongside the 2 managing directors of the firm, with a view to increasing the support provided to the client and the advisors. The role will involve some intricate pension work due to the value of the work that they carry out so strong knowledge in this area would be preferable. The successful candidate will play a key role in the relationship with the client, and some client facing work will also be required. To apply for the role, you will have a minimum of diploma qualification in financial planning and be working towards chartered status. You will also be able to demonstrate a track record of carrying out research and reports, ideally on various pension products. In return you will receive an outstanding basic salary and a market leading benefits package. 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 15:58:43 GMT



Paraplanner/ Support
Paraplanner/ Support Sutton Coldfield 22000 - 28000 My client is a client focused private wealth management firm, looking to grow the technical support team. The role is to provide technical administration support to the 4 IFAs, my client is open minded on the role and can tailor it around the individual so candidates can be given more or less responsibility depending on the individual - If you have leadership experience this would be advantageous as the role could offer managerial responsibility. The successful candidate will also provide cradle to grave administration including new business processing, and product research to report writing The successful candidate will have a proven background of providing IFA support to some Paraplanning exposure this would be ideal. Ideally hold Certificate in Financial Planning - CF1 - 5 You must have whole of market product knowledge. IT literate with experience using Prestwood and Truth Software would be advantageous 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 15:25:19 GMT