We are pleased to be working with this client in their search for an experienced Paraplanner.
Based on the outskirts of Canterbury in a picturesque village, with onsite free parking, our client is looking for an experienced Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management.
This is a demanding role and will involve all aspects of supporting an Independent Financial Adviser. In addition you will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.
Experience of using Adviser Office and platform software will be an advantage, but full training can be provided.
Our client has a commitment to the highest levels of professionalism. The candidate will ideally be at least Diploma (Level 4) qualified or looking at gaining this qualification, but preferably progressing towards or qualified to Advanced Diploma/Chartered (Level 6). The client will provide support with ongoing study and will require candidates to take further qualifications to gain Chartered status and to take part in Continuous Professional Development (CPD).
If you would like to learn more and be considered for this role, please apply with your current CV.
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