Technical Manager / Paraplanner

28000.00 - 32000.00 GBP Annual
15 Nov 2016
13 Dec 2016
Contract Type
Full Time
What are your thoughts on working for a large organisation in Taunton, offering scope for career progression through support and encouragement in relation to training?

This position is offering an above market average salary alongside being part of an organisation with a strong brand within the financial services market, with a competitive and flexible benefits benefits package.

Role: Paraplanner / Technical Manager
Location: Taunton
Salary: 28 - 32k

Role Responsibilities:

* Dip PFS or Equivalent
* Strong Exposure to Pensions and Investments
* Previous Experience in a similar paraplanning role
* Excellent IT office skills including: Word, PowerPoint, Excel and communication skills
* Exposure to cash flow modelling software, FE analytics and knowledge of trusts
* Writing in-depth reports, 6 a week, surrounding pensions and investments


* Compilation of client reports; technical researching and then compiling together
* Liaising with product providers
* Provide a secondary point of contact for clients when consultant is available
* Managing clients expectations and dealing with client information requests
* Providing technical assistance to the administration team
* Assisting with the client review process
* Development and maintenance of company's standard reports and letters


* Diploma Qualified (Financial Services Certificate)

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

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