Paraplanner

  • Cv Library
  • Gravesend
  •   £30,000 - £50,000
  • posted 28 days ago
  • CV-Library.co.uk

Job description:

Clark James Recruitment are working with a highly professional firm of Independent Financial advisers. Due to expansion our client are looking to appoint an experienced paraplanner to join the business. Company We are a firm of Independent Financial Advisers providing clients with a bespoke and quality service. We are a career minded business with an excellent staff retention rate, our client is committed to their staff growing within the business. Role * Working alongside the team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients #39; expectations. * Working closely with the Adviser to research and formulate appropriate advice. * Preparation of Recommendation Reports and supplementary documentation. * Adherence to our client rsquo;s compliance procedures, core values and high standards of client service. * Liaison with product providers, account managers and clients. * Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs. Candidate * Professional, well presented and confident candidate. * Excellent communication skills. * Previous experience of working within an Independent Financial Adviser business, previous Paraplanning experience is essential. * Excellent organisational and presentation skills. * Methodical. * Excellent attention to detail and high standards of accuracy. * Strong analytical and numerical skills. * You thrive working as part of a team. * Level 4 diploma qualified (or working towards). Package * Attractive basic salary, dependent on experience. * Annual leave entitlement + bank holidays. * Pension
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