This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
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 to £50K depending on experience
Attractive range of benefits package including company pension, death in service, medical benefit, study support
Free parking
Advertiser: Agency
Reference: JPCJ813
Posted on: 2021-04-05 17:10:29
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Maidstone, Kent
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KHR - Recruitment Specialists
Up to £23000 per annum + + Excellent Benefits
KHR - Recruitment Specialists
Up to £28000 per annum + + Excellent Benefits
Part-Time Receptionist - West Malling
KHR - Recruitment Specialists
Up to £14500 per annum
This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.
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 to £50K depending on experience
Attractive range of benefits package including company pension, death in service, medical benefit, study support
Free parking
Advertiser: Agency
Reference: JPCJ813
Posted on: 2021-04-05 17:10:29
I want to receive the latest job alerts for:
jobs in Maidstone, Kent
KHR - Recruitment Specialists
Up to £23000 per annum + + Excellent Benefits
KHR - Recruitment Specialists
Up to £28000 per annum + + Excellent Benefits
Part-Time Receptionist - West Malling
KHR - Recruitment Specialists
Up to £14500 per annum
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