PARAPLANNER - LEADING KENT BASED IFA

Recruiter
Clark James recruitment
Location
Maidstone
Posted
10 Jan 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

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 £35k to £45k depending on experience
  • Attractive benefits package including company pension, death in service, medical benefit, study support