Kettering (our ref AL708)
Salary: c£32,000 + benefits
My client is
a well regarded IFA based in Kettering offering high quality and bespoke
financial planning advice to a wide range of clients. They now have an exciting new vacancy for an experienced
Paraplanner to join their team.
The Paraplanning role:
To provide a professional level of
support as a Paraplanner to the MD and the MDs team of Advisers in servicing
the demands of all aspects of client work
Prepare relevant technical paperwork
for the MD’s new client meetings, ensuring that all deadlines set are met.
with the MD complete a report ready to be presented to the client by the MD
backed up with all relevant paperwork required should the client wish to go ahead.
products and services ensuring that our clients have the best "whole of market
advice” made available to them when they need it.
Ensure that all
compliance procedures relevant to your area of expertise are in place and
adhered to by colleagues, highlighting any areas which need attention to the MD
as soon as practicable.
relating to producing invoices for clients to the Office Manager ready for
typing ensuring their accuracy and compliance with FSA guidelines.
Paraplanning experience required
Diploma level 4 qualified, or equivalent
understanding of Compliance and FCA guidelines and requirements
technical knowledge with regards to financial planning products
If this Paraplanning role is of interest, then please apply in
confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.