Paraplanner

Recruiter
Anonymous
Location
Maidstone
Salary
30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum excellent
Posted
16 Feb 2017
Closes
02 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner

GBP high level market salary & benefits

Maidstone, Kent

Expanding IFA group, seeking an experienced Paraplanner to complement their Private Clients team, across all areas of pensions, investment and tax management. Working alongside Advisors to provide a holistic service for existing and new clients.
•Reviewing client portfolios; investment analysis.
•Product research and analysis; researching best solutions; report writing, suitability letters and drafting proposals.
•Undertaking preparations for client meetings.
•Ensuring applications are processed in a compliant and timely manner.

Skills & experience required:
•CII Financial Planning Diploma Level 4 or working towards; study is supported.
•Current/recent experience within an IFA Paraplanning role, with a real understanding of researching best solutions to meet client requirements.
•Strong verbal and written communication skills.
•Strong analytical and numerical skills, with a good understanding of cash-flow forecasting.
•Up to date knowledge of market and legislative developments, and desire to maintain personal professional development