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Paraplanner

  • Salary: benefits + bonus
  • Location: Maidstone, Kent
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    02 Apr 2019
  • Job reference: 32431

Paraplanners near Maidstone; an amazing opportunity has become available in Maidstone with a firm who have exciting growth plans for this year! They have a fantastic approach and foster a strong sense of community.

The Client

My client is a leading IFA and both a discretionary and financial planning-led wealth management firm. They are looking to introduce a Paraplanner into their team for a brand-new role.

Role

My client is looking for a Paraplanner to join their close-knit Maidstone office.

The role involves preparing written advice and provide technical research services to a small team of Financial Planners.

Responsibilities

  • Participating in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Preparing and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
  • Producing, when required, tax and other complex calculations
  • Preparing and interpreting complex plan information with a view to completing transfer analysis
  • Preparing complex financial planning reports, within set SLAs, in multiple financial planning areas
  • Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
  • Communicating with IFAs coherently on a regular basis, in order to gather sufficient information on client cases and updating on case progress
  • Completing work, as required, towards the creation of the firm's independent centralised research list
  • Participating in firm research projects, adhering to set deadlines, as and if required

To be successful you will need

  • At least working towards CII Level 4 Diploma qualified in Regulated Financial Planning (or equivalent)
  • Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • An ability to demonstrate strong report-writing skills
  • Excellent verbal and written communication skills, with an eye for detail
  • Professional telephone manner

If successful, you will benefit from

  • Competitive salary
  • Company pension scheme - 5%
  • DIS x4
  • Cash plan and health care scheme
  • Discretionary annual bonus
  • Discounted gym membership
  • Compressed working hours - 3 day weekend
  • Buy and sell holiday options
  • Training and qualifications supported and paid for
  • Clear progression routes and a supportive Team Leader
  • Free parking

Be part of a progressive and client-focused environment, with a firm who look after their employees. Please contact us in confidence.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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