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  • beckyraithby

Paraplanner - Maidstone, Kent - £30,000 - £50,000 pa negotiable

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 them within the Kent area.


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.


Role

To provide full technical support to the Directors/Financial Planners.

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

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

Salary range to £50K depending on experience

Attractive range of benefits package including company pension, death in service, medical benefit, study support

Free parking


Apply today to Justin Preston : justin.preston@clarkjames.co.uk


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Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.


#IFA #paraplanner #financialplanning #Diploma


Justin Preston