Overview
We are currently recruiting for a well-established firm of Financial Advisers based in Canterbury that are looking for an experienced Paraplanner to join their team. They are looking for an experienced Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management. This is a demanding role and will involve all aspects of supporting an Independent Financial Adviser. In addition, you will be expected to engage with the other departments within the business to ensure that client service is delivered successfully. Experience of using Adviser Office and platform software will be an advantage, but full training can be provided.
Responsibilities
* Write complex financial planning reports on Trust Planning, IHT Planning, Pensions, Investments and Wealth Management.
* Provide support to an Independent Financial Adviser across all aspects of client service.
* Engage with other departments within the business to ensure that client service is delivered successfully.
Qualifications and Experience
* Experience of using Adviser Office and platform software is advantageous; full training can be provided.
* Ideal candidate will hold a Diploma (Level 4) or be progressing towards Advanced Diploma/Chartered (Level 6) or equivalent.
* Willingness to undertake further qualifications to gain Chartered status and to participate in Continuous Professional Development (CPD); ongoing study support is provided.
* We would consider candidates who are working towards and have not yet achieved a Level 4 qualification.
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