Paraplanner / IFA Support

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