Paraplanner (Pensions Management)

4 weeks ago


Knutsford Cheshire, United Kingdom IDEX Consulting Ltd Full time

Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
Supporting financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
Working with the Financial Planner to ensure the correct client outcome in achieved
Attending client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
Communicating effectively with the Financial Planners to manage expected delivery dates
Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
Proven track record of delivering written financial advice
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave



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