Our client is an established financial planning practice based in Kent offering a fantastic opportunity for a high calibre Para Planner

They are seeking a proactive, self motivated experienced and qualified Para Planner, to support senior management team leading a professional, highly qualified team of IFA's.

Key responsibilities include:

Preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning

Key duties include:

Manage and prioritise your Consultant's client work

Carryout technical research to meet the client’s needs

Produce compliant suitability reports

Provide technical support to dedicated Consultant

Process client queries

Manage client reviews and maturities

Maintain Consultant's WIP record

Performing any other tasks required as delegated by the Consultant

Qualifications & skills:

Dip PFS or working towards

Worked in a similar role or environment for at least 3 years

Understanding and working knowledge of;

Personal taxation & tax fundamentals

Taxation of investments

Investments products

Protection products

Retirement products

Trust & Wills

Excellent organisational skills

Ability to work under pressure and to deadlines

Excellent interpersonal skills

Experience of using 1st software and maintaining accurate client records