Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.

THE ROLE:

• Providing technical, research and administrative support
• Production of compliant and detailed client suitability reports and presentations
• Discuss the client's needs and objectives with the relevant adviser
• Undertake research to identify suitable solutions to meet the client's needs and objectives
• Prepare information for analysis by the adviser
• Prepare Cash-flow report where relevant
• Help manage client relationship and taking/making calls in a polite and professional manner
• Possible attendance at client meetings
• Keeping full and compliant records on file
• Liaising with advisers on a regular basis, to work on cases and provide updates
• Prioritising workload in order to meet all deadlines
• Occasionally taking on project work and assignments
• Review investment portfolio, asset allocation, risk profile etc

PERSON:

• You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
• You should be able to plan and prioritise your own workload and work with minimum supervision
• You will have excellent report writing skills and have a high technical knowledge
• Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
• Experience of Advisor Office
• Experience of cash-flow modelling and Wrap platforms
• Strong technical knowledge in the investment and pensions market

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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