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.


Responsibilities

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.