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Submit CV
£28000 - £35000 per annum
BBBH5849_1573225558
Permanent
Apply Now


A highly respected firm of Independent Financial Advisors are now delighted to be able to add to their team with the addition of a Paraplanner to their office in the Maidstone area.

Working as part of a face paced, busy and very friendly team the successful candidate will be responsible for;

  • Develop and maintain effective relationships with clients and colleagues.
  • Prepare suitability reports appropriate to level of experience and under relevant supervision.
  • Ensure all relevant compliance paperwork has been carried out.
  • Carry out technical research as part of the existing arrangement review process.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
  • Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
  • Obtain data on in-house and third party products in order to provide technical valuations as required.
  • Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
  • Deal with client and insurer queries to completion as appropriate.
  • Ensure that client queries are appropriately investigated and accurate responses given.
  • Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.

The successful candidate will have a strong background with a Paraplanning position and will be Level 4 Diploma qualified or actively working towards their qualifications.

This is an excellent role now to miss with a forward-thinking business who can offer an array of benefits.


For further information, please don't hesitate in contacting one our specialist consultants on 0161 416 6943