We are working with a well established IFA practice in Kent that require an experienced Paraplanner to join their team. On offer is a competitive package with excellent holiday allowance, bonuses and exams paid. Ideally you will be level 4 diploma qualified and have already dealt with pensions, investments and protection products.
Providing full support to the IFAs
Working on various products including investments, Pension and protection products
Using various back office systems and platforms including adviser office
Repairing and delivering bespoke investment reports to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Producing, when required, tax and other complex calculations
Preparing and interpreting complex plan information with a view to completing transfer analysis
Preparing complex financial planning reports in multiple financial planning areas
Researching and reviewing, where necessary, new, and existing legislation and technical/product information to aid in the role that is performed
Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases, and updating on case progress
Skills and Experience required:
Level 4 Qualified or working towards
Experience in a Paraplanner role
Experience working in Investments and Pensions
If you do not hear back from us within 14 days we do not have anything that matches your skill set on this occasion.
However we are constantly taking on new vacancies so make sure to check out our web-site.
If you know any-one that matches one of our vacancies on our web-site please contact us directly so we can tell you about our referral program.