Keillar Resourcing Ltd
Basic to £40,000
29 Sep 2017
03 Nov 2017
Contract Type
Full Time
Senior Paraplanner Reigate Reporting to Managing Director Purpose of role: This is a very exciting and unique role within a well-established but evolving IFA practice. It can be tailored to an individuals personal development goals with the possibility of an advisory or a management role in the future. Initially the role will require you to: - Provide extensive technical support to the Managing Director and provision of recommendation letters - Produce and provide Quarterly Management Information to Board - Create and circulate Quarterly Newsletter to clients - Assist the Managing Director in creation of robust and repeatable processes and suitable systems to support this (for future business expansion) - Complete advisory due diligence with use of appropriate systems - Rapidly progress to an advisory role to provide annual reviews for specific clients - with the view to eventually have own clients within business - The successful candidate will be focused on paraplanning support but they will also be given a bank of clients to see/develop business with. There is no expectation that they meet any new business targets. The face to face element means that they will be registered with the FSA as a CF30 adviser. Please contact David Hill for further information regarding this role, **************
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