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Paraplanner

  • Basic salary to £45,000
  • Maidstone, Kent
  • Clark James Ltd
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Clark James Recruitment are working with a reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join them within the Kent area.

This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment.

Role

To provide full technical support to the Directors/Financial Planners

After agreeing a strategy with the Adviser, you will be required to carry out in depth product research, investment fund analysis and the preparation of a full and comprehensive financial report for both individual and corporate clients

Undertake in depth reviews of client portfolios and compile review reports

Assist the Directors with the preparation of client meetings, emails, letters and paperwork as part of the advice process

You will need to handle client queries and help service existing clients on a daily basis

Comply with the firm’s internal Compliance procedures and Training & Competence requirements

Candidate

Previous industry experience as a Paraplanner with previous report writing experience within an IFA firm

Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning

Is professional, ethical, technical and proactive in their approach to providing quality holistic advice

Excellent written/verbal communication as well as organisation skills

Ability to cope well in a busy working environment

Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals

Is at least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status

Package

Employed position

Salary range £35k to £45k depending on experience

A ttractive benefits package including company pension, death in service, medical benefit, study support

  • Advertiser: Agency
  • Posted on: 12/08/2019 09:16
  • Reference: JPCJ609AA112