Paraplanner (CII Level 4)
£35,000 - £40,000 + Pay and Role Progression + Qualification Support and Training + Private Medical Insurance + Sabbatical + Flexible Working + Early Fridays
Longfield
Are you a Paraplanner or ISA Administrator looking for a role within a flourishing company who offer exceptional progression and remuneration package.
This company, established in 1995 offer a wealth of financial advice and planning to a range of clients regarding their investments and estates. With a small team, this established SME have an excellent inter-business relationship and this reflects to the relationships they build with their clients.
This role would suit a professional Paraplanner or ISA Administrator looking for progression within an exemplary environment. Duties include the accurate writing of reports, monitoring compliance with FEA regulations and exceptional interpersonal skills. The successful candidate should feel confident advising smaller clients and constantly looking to develop personally and professionally, gaining experience wherever possible.
If you are a Paraplanner or similar qualified to CII Level 4 and looking for an excellent new opportunity full of personal and professional development opportunities under exceptional tutorage, apply today.
The Role:
- Report writing with immaculate accuracy and detail
- Maintain compliance with FEA Regulations
- Accurate Administration work to assist the Financial Advisors
- Information collection, Analysis and utilisation
- Occasionally advise with clients
The Person:
- CII Level 4
- Previous experience in a similar role
Job Reference: BBBH14242
Keywords: Financial, Finance, Planning, Advisory, Advising, Training, Qualified, Kent, Longfield, Paraplanner, CII Level 4, Longfield, Kent
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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