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3 Financial Planning Analyst Jobs in West Midlands


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Financial Planning Analyst (3)

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IDEX Consulting LLP (3)

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£10,000 - £20,000 (3)




Financial Planning Administrator / PA
Financial Planning Administrator / PA South Birmingham, West Midlands ?23,000 - ?26,000 per annum Organisation Description Chartered firm looking to appoint an experienced Financial Planning Administrator to join their firm. To work closely with the Director of the business Job Description Responsibilities ? Generating, quotations, valuations and illustrations ? Liaising with providers and clients ? Once the business has been submitted chasing it through to completion ? Account and updating the client by phone through out. ? Checking client on line files to ensure that they are fully compliant ? Submitting new business ? Arranging meetings and setting up packs and documentation ready for appointments The successful candidate will have a track record within a similar role, progression into Paraplanning is an option for those wanting it and full support towards qualifications will be given 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.

Thu, 16 Oct 2014 14:11:23 GMT



Trainee Financial Planning Technician
Trainee Financial Planning Technician South Birmingham Large IFA practice who have been growing through acquisition currently looking to grow bring in a Trainee Paraplanner who is currently within a Financial Administration role and looking for the next step. Responsibilities: ? Requesting and checking information and quotations from companies and trustees ? Collating and analysis of data in excel spreadsheets and other data collection services ? Preparing minutes from client and team meetings ? Analysis of overdue diary entries to actively reduce team delays ? Preparation of full New Business Investment Reports and other reports as directed ? Request, prepare and interpret complex pension information under direction, with a view to completing analysis for pension switching and occupational pension transfers. ? Identification and chasing of information missing from that requested ? Assisting FPT, SFPT and AET in the completion of their duties ? Answering the telephone and speaking to clients and IFA?s in providing solutions or redirecting ? Production and checking of both simple and complex Financial Planning Reports from template ? Production and upkeep of suitability templates as directed ? Provision and checking of chargeable gain, Capital Gains Tax, Income Tax and other financial computations under direction ? Assist in the preparation of research for our independent centralised research list ? Prepare research projects on products and investments under direction Requirements: ? Possess the Certificate in Financial Planning ? Commitment to progress in studies to complete Diploma in Financial Planning ? A good understanding of the financial planning process ? Excellent written and numerical skills ? Aptitude in the use and application of word and excel files ? Experience of using Avelo and/or Intelliflo CRM systems ? Good communication skills ? Accuracy and attention to detail in all that you do ? An ability to be able to work independently and deliver to timescales 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.

Thu, 16 Oct 2014 14:11:23 GMT



Financial Planning Assistant
Financial Planning Assistant A leading IFA practice based in Birmingham now looking to appoint a Financial Planning Assistant to the busy and growing team. Duties will consist of:- ? Informing Company Directors of any communications received in their absence from the office ? Preparation of meeting documentation ? Fact find data entry into back office systems ? Undertaking product and fund research using research tools ? Acquisition of Key Features Documents and Illustrations ? Prepopulation of application forms and associated documentation ? Preparation of draft Suitability Letters ? Interpretation and summarising of fact find and meeting note records ? Processing of client applications ? Follow up any outstanding matters such as Underwriting, co-ordinating with the parties involved as required ? Obtaining policy and portfolio valuations ? Producing a portfolio x-ray to determine underlying asset classes ? Preparation of review reports using templates and standardised paragraphs ? Maintaining full records of all client transactions, communications and time costs. It is likely that the candidate fulfilling this position will have relevant industry experience, whilst holding at least the Financial Planning Certificate Papers I, II and III. In addition, the candidate would be expected to be working towards Advanced FPC qualifications, if not already attained. 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 15:27:04 GMT