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We are currently recruiting for a well-established firm of Financial Advisers based in Canterbury that are looking for an experienced Level 4 Paraplanner to join their team.
They are currently looking for an experienced Paraplanner with experience in writing complex financial planning reports on issues such as Trust Planning, IHT Planning, Pensions, Investments and Wealth Management.
This is a demanding role and will involve all aspects of supporting an Independent Financial Adviser. In addition, you will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.
Experience of using Adviser Office and platform software will be an advantage, but full training can be provided.
They have a commitment to the highest levels of professionalism. The candidate will ideally be at least Diploma (Level 4) qualified, but preferably progressing towards or qualified to Advanced Diploma/Chartered (Level 6). We provide support with ongoing study and will require candidates to take further qualifications to gain Chartered status and to take part in Continuous Professional Development (CPD).
