Paraplanner

Recruiter
Financial Divisions
Location
Maidstone, UK
Salary
Competitive
Posted
26 Jul 2019
Closes
01 Aug 2019
Ref
1075359903
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Maidstone

£35-£45k

Financial Divisions are delighted to be working with a leading Wealth Management firm in their search for a Paraplanner. They provide advice on a range of investments, pensions, life assurance and many others to both private individuals and some of the UKs largest institutions.

Some of the responsibilities are as follows:
  • Produce financial planning reports for consideration and signoff by advisers taking into account standards for suitability and quality
  • Analyse client portfolios/products and other relevant information in order to prepare the above
  • Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client
  • Prepare cash flow analysis as required
  • Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations
  • Liaise with the Compliance department as necessary throughout the advice process
  • Be a point of technical reference for advisers
  • Build and maintain various company/ provider panels

For immediate consideration please forward your CV to Madeleine Kerrane at Financial Divisions

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