Paraplanner

New Yesterday

PSM Recruitment are working with a well established, family owned IFA , with over 20 years experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients. This is an office based role and y ou will be working with a close- knit team and alongside an experienced Paraplanner currently operating from their offices in the center of Folkestone. As part of the team your responsibilities will include (but not limited to) : Preparing and maintaining client files including discussing clients objectives with the adviser. Ensuring compliance and any regulat<...
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Location:
Folkestone
Salary:
£55,000
Job Type:
FullTime
Category:
Accounting & Finance

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