Paraplanner

Recruiter
Anthony Alexandra
Location
Maidstone
Posted
14 Apr 2018
Closes
21 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A well respected Independent Financial Advisors, with a very strong brand presence, and the ability to attract and retain the best clients requires an experienced Paraplanner. The role will involve supporting a consultant who deals with Pensions and Investments.

Ideally you must have an in-depth knowledge of the marketplace and be very experienced in the research of technical products.

This is an outstanding opportunity for a highly competent and well qualified Paraplanner to progress within an established IFA. The suitable candidate would have the following skills/ attributes:

  • Level 4 Diploma qualified for working towards achieving
  • 2 years minimum Paraplanning experience
  • Good general knowledge of all investment, life and pensions products and legislation
  • Strong technical knowledge of all Pension products

The successful candidate will be responsible for:

  • Supporting experienced Financial Advisers
  • Completing reports and client packs ready for use of the Adviser
  • Researching suitable products for and compiling the relevant documentation in preparation for the Advisers and or compliance
  • Pro-actively liaising with clients, advisers and other members of your team to request documentation and provide progress reports

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