Paraplanner (Pensions Management)

1 month ago


United Kingdom IDEX Consulting Ltd Full time

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.
Prepare information for analysis by the adviser.
Help manage client relationship and taking/making calls in a polite and professional manner
Occasionally taking on project work and assignments
Review investment portfolio, asset allocation, risk profile etc

You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
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
Strong technical knowledge in the investment and pensions market


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