PARAPLANNER BASIC £35,000 - £40,000 ATTRACTIVE BENEFITS

Recruiter
Clark James Ltd
Location
Maidstone
Salary
Basic £35,000 - £40,000 + attractive benefits
Posted
09 Aug 2017
Expires
16 Aug 2017
Sector
Accounting
Clark James Recruitment are working with a reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join their Mid-Kent office. This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment. Job Role: - To provide full technical support to the Directors/Advisers - After agreeing a strategy with the Adviser, you will be required to carry out in depth product research, investment fund analysis and the preparation of a full and comprehensive financial report for both individual and corporate clients - Undertake in depth reviews of client portfolios and compile review reports - Assist the Directors with the preparation of client meetings, emails, letters and paperwork as part of the advice process - You will need to handle client queries and help service existing clients on a daily basis - Comply with the firm's internal Compliance procedures and Training & Competence requirements Candidate: - Must have previous industry experience as a Paraplanner with previous report writing experience within an IFA firm - Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning - Is professional, ethical, technical and proactive in their approach to providing quality holistic advice - Excellent written/verbal communication as well as organisation skills - Ability to cope well in a busy working environment - Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals - Is at least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status Package: - Employed position - Basic salary £35,000 - £40,000 (dependent on experience) - Attractive benefits package including company pension, death in service, medical benefit, study support

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