Paraplanner

An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 daysThis is not your average paraplanning role, you will be working closely with the Financial Planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients. This role will set you up for your future and you will be provided with the opportunity to move into financial advice should this be your career aspirations.The ideal candidate will hold the level 4 diploma and have previous experience as a Paraplanner.Key duties and responsbilities include:Attending client meetingWriting engagement lettersRequest for informationWriting suitability reportsKeying stopping/changing/starting contributions/withdrawalsCompleting provider formsUpdating back office systemsUpdate calculatorsCash and rebalance reportsRebalancingChecking CGT reportsCF calculationsPhased investmentsUpdate/create event listsFor more information on this paraplanning opportunity, please click apply and we will be in touch!Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website ..... full job details .....