Paraplanner
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Sector:
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Job type:
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Salary:
£30000 - £40000 per annum
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Contact:
Polly
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Contact email:
polly.wake@brookstreet.co.uk
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Job ref:
TUN/44173_1613999236
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Published:
about 3 years ago
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Expiry date:
29/03/2021
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Startdate:
ASAP
Job Description
Role: Paraplanner
Location: Tunbridge Wells
Hours: Flexible (based on 35 hours per week)
A fantastic opportunity for an experienced Paraplanner to assist the Advisors in all aspects and provide advice to clients.
You will ideally have a minimum of 3 years` experience as a Technical Paraplanner within the financial industry and ideally be Level 4 DipPFS qualified or working towards it.
Some of your main responsibilities will be:
- To prepare letters, reports and documents to present advice to the client.
- Assist Advisors when preparing for meetings
- Updating client records for Annual Review meetings.
-Compliance with internal and regulatory guidelines
- Assist with special projects when requested by the Partners.
You will need knowledge and experience in:
- Personal Financial Planning
- Retirement Planning (Pre & Post)
- Investment funds and asset allocation
- Financial planning and Tax legislation
- FCA compliance requirements
- Experience in both bespoke and templated report writing
- Ability to work autonomously and handle your own caseload
- Be highly organised with excellent attention to detail
- Willingness to contribute to the general administration within the firm.
If you have the right experience and would like more information about the role, Apply Today!
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