Search Consultancy
13 Apr 2018
18 Apr 2018
Contract Type
Full Time
Paraplanner, Maidstone - £25k-£40k dependant on experience

This is a general outline of the various tasks associated with this role. There is naturally a degree of flexibility needed and this is therefore not intended to be a definitive list.

Main Duties:

? Good technical knowledge of pensions and investments and be ethical and trustworthy providing vital support to advisers which includes researching of products and providing of compliant suitability reports
? Be a member of our Investment Committee, working closely with our Investment Director and Committee members in providing data and analysis for review and discussion at quarterly meetings
? Implement any changes agreed to our portfolios following the Investment Committee quarterly meetings
? Preparation of client files for meetings
? Provide the backup to enable advisers to concentrate on fact-finding, client reviews and relationship management
? Ensure that internal and external compliance regulations are met in all aspects of work that is carried out
? Provide an illustration service for all advisers
? Ensure all correspondence leaving the department is checked for errors and is at the highest standard
? Ensure industry knowledge is kept updated

Qualities Required:

? Due to the nature of this role we will only consider candidates with present active paraplanning skills and experience
? This is an extremely varied role and would suit someone who is dynamic, self motivated and extremely well organised
? Compliance and regulatory awareness
? Excellent attention to detail and accuracy
? Good Communication skills
? Sound Industry knowledge
? Effective administration skills
? Ability to take initiative, problem solve and develop solutions
? Knowledge of Word, Excel, Outlook, Intelligent Office software

Remuneration & Benefits:

? The office hours are 9am to 5pm (including one hour for lunch)
? Employers matched pension contribution of up to 5% of salary upon successful completion of probationary period

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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