Paraplanner

Full time Paraplanner

Location: Westerham, Kent

£40,000-£50,000 per annum

Are you an ambitious enterprising person looking for work life balance by securing a role closer to home, within a niche Wealth Management business?

Financial Divisions are working with a Wealth Management firm based in Westerham looking for someone to join their growing team. If you have previous experience in a Paraplanning role then this might be the ideal job for you.

Key Responsibilities:

• Preparation of client files including ‘Fact Find’ report review and analysis of client’s current portfolio, pensions or holdings.
• Produce technical suitability reports
• Research of financial planning products and conduct in-depth calculations for recommendations.
• Prepare and research for client meetings.
• Keep up to date with new technical and legislative changes.
• Manage high workflow whilst ensuring high quality of report production.
• Assist in implementation of client recommendations and conduct client reviews.
• Comply with the firm’s compliance, training and data policies at all times.

The ideal candidate must be level 4 diploma qualified and have a minimum of 5 years Paraplanning experience.

If you feel you are suitable for this role, please send your CV Katherine Goodman at Financial Divisions
This job was originally posted as www.totaljobs.com/job/80187958