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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 plus bank holidays
- 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
