Paraplanner - Financial Services - Maidstone - Kent

Job Type:
Financial Services
London & South
Maidstone, Kent
Salary range:
£40, 000 - £49, 999
Salary Description:
to £40K (Neg)
Start Date:
Job Ref:

A well-known and expanding Financial Services group is seeking a highly skilled Paraplanner to join its team in Maidstone, Kent.

This firm has grown to become one of the most respected names in the area. Offering a holistic advice service to a broad range of private clientele, the company is able to cater for a wide range of requirements, including financial planning and investment management services.Also, being partnered with a well-established and thriving law firm, the firm has a constant supply of enquiries and referrals.

You will play a pivotal role in supporting Advisers, undertaking research, both independently and in conjunction with the Advisers, to identify suitable products to meet the clients’ needs. Preparing and producing clear and concise recommendation reports and suitability letters, as well as ensuring that all client information and files remain compliant will be a key part of your job. You must also be an effective communicator, both verbally and written, as you will communicate directly with selected clients, occasionally face to face, as well as providing an interface with third parties.

You will be an experienced Paraplanner and ideally you will be diploma qualified, however, experience/ knowledge is more important. A strong general working knowledge of the regulated advice process is essential. Attributes such as good organisational, time management and interpersonal skills, as well as the ability to be an effective multitasker are essential.

Our client is offering a competitive basic salary of up to circa £40K, along with a benefits package including pension and DIS.

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Financial Services and General Insurance Recruitment

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Contact Details:
Tel: 0345 193 2460
Contact: James Heald

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