Paraplanner

Recruiter
Reed
Location
Maidstone
Posted
17 Feb 2019
Closes
13 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

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.

Responsibilities:

- 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

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