The way that financial advice is delivered is being modernised dramatically within my clients firm. They're a small, successful business that is helping qualified Advisers adjust with the changes in financial services so they can continuously deliver a quality service to their clients.
Due to this we are looking for a qualified Paraplanner to join them and support the Adviser from their Hereford office.
You will be responsible for
* Obtaining and managing data from insurance companies
* Inputting that data into our bespoke back office systems
* Effectively managing your workload to achieve productivity goals
* Produce illustrations
* Undertake research
* Proof read cases
As you progress, you will be able to take responsibility for your own cases and work towards a Level 6 qualification.
The Ideal candidate will be in a similar position at the moment within paraplanning, technical or senior administration role, who are working towards CII Level 6 or equivalent.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful