PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients.
This is an office based role and you will be working with a close-knit team and alongside an experienced Paraplanner currently operating from their offices in the centre of Folkestone.
As part of the team your responsibilities will include (but not limited to):
Preparing and maintaining client files including discussing clients’ objectives with the adviser.
Ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance.
Preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser.
Implementing recommendations including packaging reports and making changes to investments as instructed.
Assisting with completion of application forms, submitting applications and tracking and reporting progress.
Act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients.
Experience, Skills and Qualifications:
Essential:
At least two years experience of working in a paraplanner position.
Minimum qualifications RO1, RO2, RO3 and working towards Level 4.
Experience of financial planning software.
Proficient in use of MS Office with good typing skills.
Confident and effective in communication by telephone.
Good command of written English and it’s use in client communications.
Highly numerate.
Adaptable and able to manage shifting workload and client demands.
Excellent organisational skills and ability to plan.
Desirable
FE Analytics
Intelliflo Office
Defaqto
Level 4 qualified in financial services.
What we can offer
In return for the above experience and personal traits we can offer:
Salary from £30,000 - £40,000 p.a dependent on experience
Salary increasing with experience & qualifications
Funded training, exam costs and development support
A flexible and supportive family business environment
Discretionary Bonus
NEST pension
And above all the opportunity to progress and develop