Paraplanner

Paraplanner

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