Clark James Recruitment are workign with a reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join them within the Kent area.

This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment.

Role

To provide full technical support to the Directors/Financial Planners
After agreeing a strategy with the Adviser, you will be required to carry out in depth product research, investment fund analysis and the preparation of a full and comprehensive financial report for both individual and corporate clients
Undertake in depth reviews of client portfolios and compile review reports
Assist the Directors with the preparation of client meetings, emails, letters and paperwork as part of the advice process
You will need to handle client queries and help service existing clients on a daily basis
Comply with the firm’s internal Compliance procedures and Training & Competence requirements
Candidate

Previous industry experience as a Paraplanner with previous report writing experience within an IFA firm
Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
Excellent written/verbal communication as well as organisation skills
Ability to cope well in a busy working environment
Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
Is at least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage, working towards Chartered status
Package

Employed position
Salary range £35k to £45k depending on experience
Attractive benefits package including company pension, death in service, medical benefit, study support