Clark James Recruitment are working with a highly professional firm of Independent Financial advisers.
Due to expansion our client are looking to appoint an experienced paraplanner to join the business.
Company
We are a firm of Independent Financial Advisers providing clients with a bespoke and quality service.
We are a career minded business with an excellent staff retention rate, our client is committed to their staff growing within the business.
Role
* Working alongside the team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients' expectations.
* Working closely with the Adviser to research and formulate appropriate advice.
* Preparation of Recommendation Reports and supplementary documentation.
* Adherence to our client’s compliance procedures, core values and high standards of client service.
* Liaison with product providers, account managers and clients.
* Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs.
Candidate
* Professional, well presented and confident candidate.
* Excellent communication skills.
* Previous experience of working within an Independent Financial Adviser business, previous Paraplanning experience is essential.
* Excellent organisational and presentation skills.
* Methodical.
* Excellent attention to detail and high standards of accuracy.
* Strong analytical and numerical skills.
* You thrive working as part of a team.
* Level 4 diploma qualified (or working towards).
Package
* Attractive basic salary, dependent on experience.
* Annual leave entitlement + bank holidays.
* Pension