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Paraplanner (3251452384)

Accounting 會計



GCSE/Scottish Standard Grades A-Level PhD 博士 Postgraduate or above 碩士或以上 Undergraduate or above 學士或以上 Intermediate apprenticeship 學徒

PSW Apprenticeship 學徒 華語工作 Contract 合同制 Full-Time 全職 Internship 實習 Part-Time 兼職


Maidstone, Kent, United Kingdom

Paraplanner Based: Maidstone Salary: £60,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Paraplanner will be working with the director of this well regarded firm, ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with HNW clients. You must have a deep understanding of financial products and putting together complex advice recommendations Key Responsibilities: Preparation for content for review meetings Undertaking research to support client recommendations Analysis of funds and suitability of rebalancing portfolios and In Retirement funds Preparation of pension, income drawdown and investment reviews Preparation of advice letters Provision of technical support to complex client queries Dealing effectively with queries from clients and other parties Supporting the development of a specific service standard for our Private Clients Desirable Skills: Undertake appropriate professional development and training Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team Articulate and able to produce detailed and accurate work Excellent report and letter writing skills Ability to multi-task and prioritise effectively High level of technical knowledge Used to dealing with high-net-worth clients Experience in writing complex and detailed reports for cases Qualifications: Ideally have or working towards Level 4 CII diploma financial planning