We are currently recruiting for a full time Paraplanner / Administrator to work in a successful Financial Consultants office in Maidstone.
The candidate must possess an excellent telephone manor and be competent in Microsoft packages/typing.
You should also be able to demonstrate a high level of initiative and strong administrative skills.
The successful applicant will ideally be an experienced Paraplanner / Administrator already working in Pension/Investment/Protection environment
The role requires:
The preparation of Client review packs
Gaining and calculating valuations on investment portfolios, pensions or other holdings and preparing fact find reports based on information gained.
Undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile.
Preparation of suitability reports.
Excellent package available for the successful candidate
Relevant experience is essential, please do not apply if you do not have the requirements specified for the role.
Please email your C.V for the attention of : B Wardale via the apply online button: