Birchfield Recruitment Ltd
Farnborough, UK
29 Aug 2019
12 Sep 2019
Contract Type
Full Time
Based in Farnborough our client has many years' experience offering holistic advice to assist clients achieve their financial and lifestyle objectives.

As part of their growth they are seeking to appoint an experienced Para planner to work with their professional wealth advisers.

Key elements of the role include: Preparation and maintenance of client files, preparation of recommendations and the Implementation of these recommendations.

As a senior member of the team you will also be expected to act as a coach and mentor to other team members, to deal with the more complex cases; provide management information and build strong customer and IFA relationships.

In addition you must be able to demonstrate the following:
  • A complete understanding of the Financial Planning process
  • Ability to deliver quality reports
  • Have a high Level of technical knowledge
  • Thorough understanding of compliance issues
  • Ability to work within defined business processes
  • A minimum of 2 years' experience in a similar role
  • Achievement of the Certificate of Financial Planning or Diploma - RDR Level 4
  • Strong attention to detail
  • Able to work within a small team and independently
  • Confident with the ability to multi-task and prioritise workloads

This is an exceptional opportunity to join a growing business. If you believe you have skills and experience we are seeking contact us today for a confidential discussion.

Please note.

It is Birchfield Recruitment's policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.

Birchfield Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients.

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