Paraplanner / IFA Support
  Basic to £30,000
  Dover, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Clark James are working with a leading firm of Independent Financial Advisers who are based near Dover, Kent.

Due to a pending retirement, they are seeking a Paraplanner/IFA Administrator to join their team to provide support to the Financial Advisers.

Key responsibilities

Complete all supporting documentation in an accurate manner
Analyse information gathered by Financial Adviser and undertake sufficient research to make suitable recommendations.
Complete all supporting documentation in an accurate manner.
Maintain performance standards in accordance with Para-planning terms of engagement.
Ensure up to date knowledge of products, market place and legislative changes, and undertake appropriate activity to meet those needs.
Liaise with compliance department to ensure solutions comply with internal company procedures

Professional qualifications

Professional qualifications are essential

Package

Basic salary to £30,000


Advertiser: Agency

Reference: JPCJ519

Posted on: 2021-04-22 16:27:11

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Paraplanner / IFA Support
  Basic to £30,000
  Dover, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Clark James are working with a leading firm of Independent Financial Advisers who are based near Dover, Kent.

Due to a pending retirement, they are seeking a Paraplanner/IFA Administrator to join their team to provide support to the Financial Advisers.

Key responsibilities

Complete all supporting documentation in an accurate manner
Analyse information gathered by Financial Adviser and undertake sufficient research to make suitable recommendations.
Complete all supporting documentation in an accurate manner.
Maintain performance standards in accordance with Para-planning terms of engagement.
Ensure up to date knowledge of products, market place and legislative changes, and undertake appropriate activity to meet those needs.
Liaise with compliance department to ensure solutions comply with internal company procedures

Professional qualifications

Professional qualifications are essential

Package

Basic salary to £30,000


Advertiser: Agency

Reference: JPCJ519

Posted on: 2021-04-22 16:27:11

I want to receive the latest job alerts for:

jobs in Dover, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Similar Jobs:

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  High Street Doctors

  Salary will be discussed during the interview stage

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