Paraplanner
New Yesterday
, 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
ory
documentation is up to date
and ensuring all financial plans and recommendations are
inline
with relevant regulations and compliance. Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser. Implement
ing
recommendations including packaging reports and making changes to investments as instructed. Assisting with completion of application forms, submitting applications and tracking and reporting progress. Act
as
point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients. Experience, Skills and Qualifications: Essential: At least two
years
experience
of working in a
paraplanner position. Minimum qualifications
RO1
, RO2, RO3
and working towards Level 4. Experience of financial planning software. Proficient in use of MS Office
with good typing skills. Confident and effective in
communication by telephone
. Good command of written English and it
s use in client communications
. Highly numerate. Adaptable and able to manage shifting workload and client demands. Excellent organisational skills and ability to plan. Desirable FE Analytics Intelliflo Office Defaqto L
evel 4
qualified in financial services. What we can offer In return for the above experience
and
personal traits we can offer: Salary from £
35
,000
- £55,000
pa
dependent on experience Salary increasing with experience & qualifications Funded training, exam costs and development support A flexible and supportive family business environment Discretionary Bonus NEST pension And above all the o
pportunity to
progress
and develop
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Banking