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Paraplanner (1)

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IDEX Consulting LLP (1)

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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 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