My client is currently looking for an experienced Paraplanner to join their team in South Manchester.

Principal Accountabilities

• Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
• Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
• Provide technical support and back up to Advisers and the IFA Administrators
• Complete portfolio reviews and rebalancing requests
• Deal with client and insurer queries to completion via the telephone or in writing
• Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
• Ensure 1st is kept up to date with clients and portfolio details as necessary and required
• To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
• Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management

Essential requirements

• Qualified to Diploma level with a desire to achieve Chartered status
• Excellent research, analysis and report writing skills
• Proficient with word, excel applications and spreadsheet production

Company offers flexible working hours.
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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