National Financial Planning firm are recruiting for a Level 4 Diploma qualified Paraplanner to join their exciting new team in Maidstone
You will have Paraplanning experience and being Level 4 qualified for this role is essential. This is an exciting opportunity to join a well renowned firm who offer excellent progression routes.
- Preparing and maintaining client files
- Manage the client relationship
- Identify areas for planning
- Supporting 3 advisers
- Prepare suitability letters in accordance with the agreed recommendations
- Ensuring regulatory and compliance standards are met