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Recruitment Solutions
,
Sevenoaks, Kent
Paraplanner
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
Paraplanner required by an expanding company based close to Sevenoaks. This is an exciting opportunity to join a local company who is experiencing a sustained period of growth. You will offer technical and administration support to the busy team of Financial Advisors. Duties to include: Preparing for client meetings, taking detailed notes and following up on any technical points after the meeting. Gathering and analysing comprehensive, detailed information Producing suitability letters for clients Carrying out reviews of clients’ financial plans, circumstances and objectives Dealing with complex and technical client queries as and when they arise Interpreting new technical information, ensuring the team remains compliant with FCA and internal compliance procedures You should have paraplanning/financial services experience, ideally within pensions, be an excellent communicator, have strong attention to detail and be used to working to deadlines. The company offers a competitive salary, with excellent benefits and has a professional culture, and is committed to looking after and nurturing its staff. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website