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Paraplanner – St Albans – 30K-40K

South East England

Competitive Salary - 30k-40k dependent on experience

KDW has been a leading IFA in St Albans for nearly 40 years, we are looking for an exceptional individual to join our team of experienced advisors and paraplanners. THE RIGHT CANDIDATE WILL NEED TO POSSESS THE FOLLOWING QUALIFICATIONS: 1. Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or […]

Recruiter

KDW Financial Planning

Posted

9 March 2017

Closes

Sector

Investment, Pensions, Protection, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

KDW has been a leading IFA in St Albans for nearly 40 years, we are looking for an exceptional individual to join our team of experienced advisors and paraplanners.

THE RIGHT CANDIDATE WILL NEED TO POSSESS THE FOLLOWING QUALIFICATIONS:

1. Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or from CISI. However, ambitious part-qualified candidates may also be considered.

2. Willing to pass new exams

Experience to include:

1. Previous experience as a paraplanner, especially report writing;

2. The ability to understand a variety of financial products – defined benefit pension scheme, structured products etc

3. Ability to understand the difference between client circumstances and client objectives

4. A good working knowledge of relevant product and fund research tools, risk profilers and other paraplanning related research and report writing systems and/or templates

The ideal candidate will be hard working, a good communicator, able to work under pressure on multiple tasks, willing to learn from other people and be a great team player.

The successful candidate will have exceptional attention to detail, customer manner, confidence and enthusiasm.

This is a rare opportunity to join a company who offers a fantastic team environment, unrivalled in-house training and study support to drive career progression. Competitive salary according to qualifications and experience.

If you think you would make an excellent and valued member of the KDW team and your skills and experience match the job requirements, please email your CV to helen@kdw.co.uk .

If you’d like to find out more about our friendly team and what we do, visit our website www.kdw.co.uk.

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