Senior Paraplanner

Recruiter
BROOK STREET BUREAU Maidstone
Location
Maidstone
Salary
Not specified
Posted
30 Apr 2018
Closes
14 May 2018
Contract Type
Permanent
Hours
Full Time
Are you a Senior Paraplanner with current experience in a similar role. You will have your RQF level 4 Diploma in Financial Planning and have investment committee and portfolio asset allocation and find analysis experience. This role is joining a professional team of qualified Financial Advisors and will be based at their Head Office in Maidstone. Main Duties: Good technical knowledge of pensions and investments and be ethical and trustworthy providing vital support to advisers which includes researching of products and providing of compliant suitability reports Be a member of our Investment Committee, working closely with our Investment Director and Committee members in providing data and analysis for review and discussion at quarterly meetings Implement any changes agreed to our portfolios following the Investment Committee quarterly meetings Preparation of client files for meetings Provide the backup to enable advisers to concentrate on fact-finding, client reviews and relationship management Ensure that internal and external compliance regulations are met in all aspects of work that is carried out Provide an illustration service for all advisers Ensure all correspondence leaving the department is checked for errors and is at the highest standard Ensure industry knowledge is kept updated Qualities Required: Due to the nature of this role we will only consider candidates with present active paraplanning skills and experience Hold the Diploma in Financial Planning Advanced investment qualifications would be desirable Investment committee and portfolio asset allocation and fund analysis experience This is an extremely varied role and would suit someone who is dynamic, self motivated and extremely well organised Compliance and regulatory awareness Excellent attention to detail and accuracy Good Communication skills Sound Industry knowledge Effective administration skills Ability to take initiative, problem solve and develop solutions Knowledge of Word, Excel, Outlook, Intelligent Office software Remuneration & Benefits: The office hours are 9am to 5pm (including one hour for lunch) Employers matched pension contribution of up to 5% of salary upon successful completion of probationary period This job was originally posted as www.totaljobs.com/job/80939368

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