Experienced Paraplanner / Financial Administrator

  • Negotiable – Subject to Experience and Qualifications
  • Maidstone, Kent
  • Wardale Fletcher Financial Consultants Ltd

We are currently recruiting for a Full Time or Part-Time Experienced Paraplanner/ Financial Administrator to work in a successful Financial Consultants office in Maidstone.

The applicant will need to have Financial Services Qualifications or be an experienced Paraplanner 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.

(Please note Applicants without Financial Services Industry experience will not be considered for this role)

Excellent Package available for the successful Candidate

Please email your C.V for the attention of : MS B Wardale via the apply online button:

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