Paraplanner - Maidstone, United Kingdom - Recruit UK
Description
Job Title:
Paraplanner
Industry:
Financial Services
Location:
Maidstone
Salary:
£26,000 - £32,000
Job Reference:
Recruit UK is working on an excellent opportunity for a Paraplanner in Maidstone to join a thriving Financial Advice Company.
This sets them apart from the average IFA firm and their innovative, leading-edge approach is the reason for their rapidgrowth.
Duties:
- Research clients' financial arrangements
- Supporting financial advisors
- Preparing Suitability reports
- Reviewing the investment market and be involved in maintaining the CIP
- Preparing client files for meetings
- Be a key point of contact to clients with technical queries
Benefits:
- Competitive salary of up to £32k
- Hybrid working
- 25 days holiday + Bank Holidays
- Full study support to progress
- Life Assurance
- Pension
- Eyecare
Skills and experience required:
- Level 4 Diploma Qualified (or working towards)
- Experience in a similar Paraplanning role
- Experience of the administration of Pension, Investment
- Strong attention to detail
- Experience liaising with clients and advisors
- Excellent report writing & verbal skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.
Right now, RecruitUK are pleased to be working with a Financial Planning firm based in Maidstone on a Paraplanner role.
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