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Paraplanner

Posted by Fm_top_jobs-cv_library on 15/05/2019
Postcode
Company name FM Top Jobs
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 1/annum
Description

The Company and Culture Our client company is a leading Independent Financial Advisory firm, established in 1990 and is a public quoted company. Due to continued growth, they are looking to recruit Paraplanners to ensure the firm are able to continue providing first class support to their IFA team. They pride themselves on being a people based business and promote opportunities for career development within the company wherever possible. Roles and responsibilities as a Paraplanner ( Financial Planning Technician) As a Paraplanner your duties will be aimed at providing support to the IFA’s by undertaking high quality research to build comprehensive financial planning reports. Preparing and delivering bespoke investment reports through analysing existing investment portfolios and making suitable comparisons. Requirements to be considered as a Paraplanner You should be qualified to a minimum of Level 4 Diploma in Financial Advice and have experienced of providing paraplanning support within Financial Planning. Benefits * Competitive and progressive salaries for Financial Planning Technicians * Fantastic employee benefits package including: pension, DIS, flexible cash benefits, annual bonus, holiday and training/qualification funding. * Excellent team environment with regular team building events such as Summer BBQs and Christmas party, free to attend! * These roles have become available due to the successful growth of IFA’s within the business. Locations * Maidstone, Kent Apply now or contact for further details Liability and Disclaimer Whilst FM TOPJOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOPJOBS LTD for any loss or damage which may arise out of any person relying on or using any information. Required Qualifications/Criteria Should be Level 4 Diploma qu

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