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Permanent

Paraplanner

Tenterden
money-bag 10000-500000 Annual
3111172515
Posted 4 days ago

Our client, a leading Financial Advisor is seeking a Paraplanner to join their team on a full-time, permanent basis. Due to an exciting period within the business our client is looking for a Paraplanner with a minimum of 3 years'' experience to join their team, working closely with and supporting Adviser''s to ensure high-quality, compliant advice is given. Due to the location of the office candidates will be required to drive / have access to their own vehicle.Key Responsibilities:Prepare high-quality suitability reports across investments, pensions, protection and retirement planningConduct technical research based on client information Produce cashflow modelling and planning illustrations for clients Support Adviser''s with pre- and post-meeting preparations Ensure a high-level of communication is maintained with clients at all times Support Adviser''s with administrative tasks, ensuring a high-level of accuracy and attention to detail at all times Key Experience:Minimum of 3 years'' experience as a Paraplanner, supporting IFAs in a regulated environmentQualifications are advantageous although candidates who are not fully-qualified will be considered also Used to working both independently and as part of a team, working in a fast-paced environment whilst maintaining accuracy and attention to detail at all times Experience writing suitability reports Good understanding of the regulated advice processThis is an excellent opportunity for a Paraplanner to join a thriving busin

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