Paraplanner
  Basic to £40,000 + attractive benefits
  Tunbridge Wells, Kent
  permanent,full-time

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 leading business who are looking for a Paraplanner to join its market-leading team.

This is a great opportunity to join an established but rapidly growing business that specialises in Report only and one-off advised pension planning cases for introduced clients.

The Company

Our client provides a pension planning bureau service, offering one-off advice to introduced clients for advisers who do not hold the necessary qualifications or who do not have the time or expertise in this field.

The service has grown rapidly over recent years which has created this exciting position in a dynamic yet friendly atmosphere. As a growing business, we can offer the potential for career advancement and further industry study.

Job Summary

You will play a key role in the Pension planning for report only and advised cases, communicating by phone and email with introducing advisers and clients to collect and review all necessary information, complete the analysis and produce the report.

This is a role that requires excellent technical knowledge and attention to detail but also real-world financial experience and the ability to put clients’ affairs in context and see the “big picture”.

Qualifications and Key Skills

Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
Excellent technical knowledge with strong IT skills
Excellent communication skills, including confidence to deal with introducing advisers and clients

Package

Basic salary to £40,000
Pension
Health Plan
24 days annual leave + bank holidays
Death in Service
Monday - Friday role


Advertiser: Agency

Reference: JPCJ570

Posted on: 2021-04-06 09:24:49

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Paraplanner
  Basic to £40,000 + attractive benefits
  Tunbridge Wells, Kent
  permanent,full-time

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 leading business who are looking for a Paraplanner to join its market-leading team.

This is a great opportunity to join an established but rapidly growing business that specialises in Report only and one-off advised pension planning cases for introduced clients.

The Company

Our client provides a pension planning bureau service, offering one-off advice to introduced clients for advisers who do not hold the necessary qualifications or who do not have the time or expertise in this field.

The service has grown rapidly over recent years which has created this exciting position in a dynamic yet friendly atmosphere. As a growing business, we can offer the potential for career advancement and further industry study.

Job Summary

You will play a key role in the Pension planning for report only and advised cases, communicating by phone and email with introducing advisers and clients to collect and review all necessary information, complete the analysis and produce the report.

This is a role that requires excellent technical knowledge and attention to detail but also real-world financial experience and the ability to put clients’ affairs in context and see the “big picture”.

Qualifications and Key Skills

Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
Excellent technical knowledge with strong IT skills
Excellent communication skills, including confidence to deal with introducing advisers and clients

Package

Basic salary to £40,000
Pension
Health Plan
24 days annual leave + bank holidays
Death in Service
Monday - Friday role


Advertiser: Agency

Reference: JPCJ570

Posted on: 2021-04-06 09:24:49

I want to receive the latest job alerts for:

jobs in Tunbridge Wells, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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