Senior Paraplanner/Financial Planner - Tunbridge Wells

Recruiter
James Phillip Financial Recruitment
Location
Royal Tunbridge Wells
Salary
40000.0000
Posted
10 May 2017
Closes
09 Jun 2017
Contract Type
Permanent
Hours
Full Time

James Phillip Financial Recruitment are pleased to be working with a successful IFA brokerage in Tunbridge, directly authorised and growing year on year.

They are looking for a highly qualified paraplanner or financial planner to join the team and be responsible for:

  • Provide all aspects of technical administrative support within the Financial Services team, working closely with the Consultants.
  • Preparation of suitability letters, report writing including preparation of spreadsheets.
  • Research and recommendations with full audit trail.
  • Dealing with client queries raised by either client or insurer/consultant
  • Maintain positive relations with Insurers and their representatives.

Ability to work from home one or two days a week.

Award winning systems and a great working environment.

You will be minimum diploma qualified in financial planning and looking to progress your qualifications further. My client is happy to pay for further exams.

Salary based on experience and qualifications, starting £41k-£45k plus benefits.

Please forward your CV's to James Rapley.