Paraplanner required by an expanding company based close to Sevenoaks.
This is an exciting opportunity to join a local company who is experiencing a sustained period of growth.
You will offer technical and administration support to the busy team of Financial Advisors.
Duties to include:
Preparing for client meetings, taking detailed notes and following up on any technical points after the meeting.
Gathering and analysing comprehensive, detailed information
Producing suitability letters for clients
Carrying out reviews of clients’ financial plans, circumstances and objectives
Dealing with complex and technical client queries as and when they arise
Interpreting new technical information, ensuring the team remains compliant with FCA and internal compliance procedures

You should have paraplanning/financial services experience, ideally within pensions, be an excellent communicator, have strong attention to detail and be used to working to deadlines.

The company offers a competitive salary, with excellent benefits and has a professional culture, and is committed to looking after and nurturing its staff.

Call 01732 746604 to find out more about this fabulous opportunity!


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