PARAPLANNER / IFA SUPPORT

Recruiter
Clark James Ltd
Location
Maidstone
Salary
Basic c£35,000 - negotiable
Posted
09 Aug 2017
Expires
16 Aug 2017
Sector
Accounting
Clark James are working with a leading firm of Independent Financial Advisers who are based in the Maidstone, Kent area. Due to the ongoing success of the business and further growth they are seeking a Paraplanner/IFA Administrator to join their team to provide support to the Financial Advisers. Key responsibilities - Complete all supporting documentation in an accurate manner - Analyse information gathered by Financial Adviser and undertake sufficient research to make suitable recommendations - Complete all supporting documentation in an accurate manner - Maintain performance standards in accordance with Para-planning terms of engagement - Ensure up to date knowledge of products, market place and legislative changes, and undertake appropriate activity to meet those needs - Liaise with compliance department to ensure solutions comply with internal company procedures Professional qualifications - Professional qualifications are essential Package - Basic salary to £35,000 - negotiable

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