Ifa Admin/junior Paraplanner

5 days ago


Maidstone, United Kingdom Coast Specialist Recruitment Full time

A well appointed regional Wealth manager with superb offices in Maidstone, Kent are keen to appoint an additional team member due to a recent promotion.

**The Role of Senior Administrator/Junior Paraplanner with involve**:

- Report writing and production of detailed recommendations.
- Preparing and maintaining client files.
- Dealing with investment and product providers on various issues.
- Carrying out portfolio analysis.
- Dealing with clients in relation to queries.
- Dealing with SIPP providers and pension companies on drawdown and phased drawdown cases.
- Analysis of investment bonds, recommend and implement switches of underlying investment funds.
- Collection of all quantitative detailed information required to compile a financial plan.
- On occasions attend client meetings.
- To ensure the confidentiality of all client documentation and information.

The role offers a competitive basic salary in the range of £30-£40k and after 6 month probationary period in the Maidstone office, will allow hybrid working with 2/3 days in the office.

Genuine scope for career development with time and demonstration of skills. Interviews available immediately.
- Other duties as deemed necessary to fulfil the role.



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