PARAPLANNER
Clark James Recruitment are working with a highly professional firm of Independent Financial advisers.
Due to expansion our client are looking to appoint an experienced paraplanner to join the business.
Company
We are a firm of Independent Financial Advisers providing clients with a bespoke and quality service.
We are a career minded business with an excellent staff retention rate, our client is committed to their staff growing within the business.
Role
- Working alongside the team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients' expectations.
- Working closely with the Adviser to research and formulate appropriate advice.
- Preparation of Recommendation Reports and supplementary documentation.
- Adherence to our client’s compliance procedures, core values and high standards of client service.
- Liaison with product providers, account managers and clients.
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs.
Candidate
- Professional, well presented and confident candidate.
- Excellent communication skills.
- Previous experience of working within an Independent Financial Adviser business, previous Paraplanning experience is essential.
- Excellent organisational and presentation skills.
- Methodical.
- Excellent attention to detail and high standards of accuracy.
- Strong analytical and numerical skills.
- You thrive working as part of a team.
- Level 4 diploma qualified (or working towards).
Package
- Attractive basic salary, dependent on experience.
- Annual leave entitlement + bank holidays.
- Pension.
Reference: 52438537
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