We are currently working with a National Wealth Management Firm, who is now seeking an experienced and talented Paraplanner to join their team based in East Malling
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.
Other Benefits include:
25 days annual leave
A day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Career Development
Cycle to work scheme
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
Complete pre-report file assessments
Ensure all compliance paperwork is in order
Discuss the client’s needs and objectives with the relevant adviser.
Prepare information for analysis by the adviser.
Production of Cash Flow Forecast Reports
Undertake research to identify suitable solutions to meet the client’s needs and objectives
The ideal candidate will need to have previous experience completing product research and compiling suitability reports within a Financial Service environment and an up to date knowledge of regulation and legislation. Ideally you would have achieved or be working towards Level 4 Diploma in Regulated Financial Planning.
For more information please contact one of our specialist consultants and quote job reference NJR15350