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10 miles



£32000 - £38000 per annum


Our client are a very well-established accountancy practice with Financial Planners arm, who are situated within walking distance of Solihull train station, who now have an excellent opportunity for an experienced Paraplanner to join their dynamic and growing business. Working for a highly successful organisation that has a mentor and an excellent onsite training plan from chartered financial planning speciality, You will be playing an integral role in developing the client's lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to the Financial Planners. In addition you will also play a key role in managing the day to day administration within the business. ResponsibilitiesPreparing for client meetings, ongoing client servicing, ensuring initiative is applied at all timesBe able to prepare suitability reports, supporting documentation and researchMaintaining data integrity of Adviser Office through accurate data entry and data maintenanceDealing with technical issues arisingMaintaining and developing compliance systemsManaging and presentation of technical dataAssisting with any FCA related IssuesResearching products to support recommendationsCompiling financial planning reportsThe successful candidate will need to have previous experience working as a Paraplanner - preferably within an IFA environment and would ideally suit someone with a sound working knowledge of Adviser Office (1st) Software.. It is expected that you will be consistently accurate in your work, be able to work on your own initiative and maintain the high level of professionalism that our clients expect. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. 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. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Posted 16 days ago

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