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21 02 2012 |
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Key Responsibilities
• Management of work-loads and tasks to facilitate the smooth running of the business
• To act as a technical referral point in relation to complex client scenarios.
• To research the market place for the most appropriate client solutions and then produce sophisticated, technical suitability reports on behalf of the IFA consultants.
• Excellent communication skills enabling Interact with high net worth clients and
• You will come from a technical Paraplanning background yourself with much experience of pensions, including transfers, investments and corporate protection solutions
Applicant Requirements
• Extensive experience in a Senior Paraplanning role..
• Ability to manage a team of Paraplanners/Administrators.
• Diploma level qualified with a desire to continue progress towards chartered status.
• Excellent communication and management skills are a must, as is a professional and hard-working attitude.
• A dynamic and positive approach to challenging and exciting work is a must accompanied by a desire to build a team for the future.
Salary
• Dependant on experience a benefits package of up to £40k is negotiable. Salary reviews will take place on an annual basis in addition to participation in the practice bonus scheme.
For more information please contact Graeme Hyland on 07896 933622 or email
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view www.idexrecruitment.com for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
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.
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