Our client is an established financial planning practice based in Kent offering a fantastic opportunity for a high calibre Para Planner
They are seeking a proactive, self motivated experienced and qualified Para Planner, to support senior management team leading a professional, highly qualified team of IFA's.
Key responsibilities include:
Preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning
Key duties include:
Manage and prioritise your Consultant's client work
Carryout technical research to meet the client’s needs
Produce compliant suitability reports
Provide technical support to dedicated Consultant
Process client queries
Manage client reviews and maturities
Maintain Consultant's WIP record
Performing any other tasks required as delegated by the Consultant
Qualifications & skills:
Dip PFS or working towards
Worked in a similar role or environment for at least 3 years
Understanding and working knowledge of;
Personal taxation & tax fundamentals
Taxation of investments
Investments products
Protection products
Retirement products
Trust & Wills
Excellent organisational skills
Ability to work under pressure and to deadlines
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
.