Clark James are working with a leading firm of Independent Financial Advisers who are based near Dover, Kent.
Due to a pending retirement, they are seeking a Paraplanner/IFA Administrator to join their team to provide support to the Financial Advisers.
Complete all supporting documentation in an accurate manner
Analyse information gathered by Financial Adviser and undertake sufficient research to make suitable recommendations.
Complete all supporting documentation in an accurate manner.
Maintain performance standards in accordance with Para-planning terms of engagement.
Ensure up to date knowledge of products, market place and legislative changes, and undertake appropriate activity to meet those needs.
Liaise with compliance department to ensure solutions comply with internal company procedures
Professional qualifications are essential
Basic salary to £30,000