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Job Location | Tonbridge |
Education | Not Mentioned |
Salary | £45,000 - £50,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional clientoutcomes and demonstrate the highest standards and ethics throughout all aspects of the company.With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm andplacing several candidates with them, they have asked us to help recruit a Paraplanner to join their dynamic team.With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Paraplanner to join a growing firm of chartered planners that are starting their seconddecade of development. As a Paraplanner you will work in a nurturing atmosphere that fully supports your personal growth and career progression ultimately becoming a highly technical Chartered Paraplanner, attending all client meetings assisting with the researchand working closely with the Adviser on the recommendations.Just a few of the responsibilities associated with this position include undertaking research to fulfil clients goals and financial needs. Acknowledging portfolio analysis; gathering documentation and examples pertaining to investments, pensions, and insurance.As a Paraplanner you will be producing and compiling reports on technical suitability that guarantee adherence to and compliance with FCA regulation as well as cash flow modelling with Voyant.You will be proficient with FE Analytics and Voyant software and feel at ease engaging in client-facing meetings with advisors.This role requires at least diploma-level qualified candidates, with a goal to work towards chartered status.For a talented and professional Paraplanner seeking to join a growing and successful chartered IFA practise, this is an amazing opportunity that will fully support you to become a chartered member in due course and become a valued member of a highly talentedbusiness team.If this role sounds of interest or you would be interested in hearing about any other role I am currently working on please get in touch.Contact Joanna Clark, Financial Divisions