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Financial Administrator /Trainee Paraplanner jobs in Tonbridge, Kent, England


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Financial Administrator /Trainee Paraplanner

£23000/annum + study support & incentive scheme

Tonbridge, Kent, England

The employer, a leading Independent Financial Adviser, provides a range of financial advice on pensions, mortgages, life assurance, income protection, private medical and other insurances. The Job of the Financial Administrator. Trainee Paraplanner is to support the Financial Advise.s when informing and advising clients on strategic and tactical financial plans and products. This job provides an excellent opportunity for a graduate with some financial services experience, particularly if related to investment products or pensions, who is now seeking a career as a Paraplanner. Key Duties will include:
andbull; Initiating and maintaining client records and information andbull; Maintaining client journey, i.e. diarising for receipt of information from providers, keeping clients informed of progress andbull; Preparing and compiling financial analysis data andbull; Analysing client data andbull; Researching products to support recommendations andbull; Feedback recommendations to Financial Planne. Adviser andbull; Compiling financial planning recommendations and preparing suitcapability reports andbull; Ensuring that all regulatory and compliance standards are met andbull; Liaising with product providers and other relevant third parties andbull; Ensuring that all client requirements are followed through to the appropriate conclusion andbull; Assisting with client presentations andbull; Attending regular review meetings with clients together with the Financial Adviser and note taking Candidates should be smartly presented with excellent interpersonal and communication skills. You should have a customer focused approach together with sound administrative skills. The capability to evaluate, analyse and interpret data, work accurately and with attention to detail are also important requirements. The successful job job candidate will receive support to develop their career as a Paraplanner and will become eligible to become part of an incentive scheme after a probation period. Travel will be needed to visit clients from a West Kent base

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