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Paraplanner (pensions management)

Maidstone
Premier Jobs UK Limited
Manager
Posted: 14h ago
Offer description

This Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.
In your role as a Paraplanner, you will be supporting their team of Financial Advisors who typically deal with complex, holistic financial planning for HNW clients.
Naturally, your role will involve undertaking research, analysis and report writing.
Our client does not have a targeted approach, whereas their goal is to deliver quality, holistic financial planning with strong client relationships, as they know if that is done correctly, everything will follow from there.
Paraplanner Requirements You must be an experienced Paraplanner with strong technical expertise You must be Level 4 Diploma in Financial Planning qualified with preference towards individuals holding or close to achieving Chartered status Our client is focused on values driven individuals who are motivated by delivering great service to clients Paraplanner Benefits Competitive salary to be discussed at interview Office based role No evenings or weekends work Loyal team who enjoy working together and being valued for their input Locations Maidstone Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information.

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