financial paraplanner Work, Jobs in maidstone (with Salaries)

Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Paraplanner
GF HR Consulting —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Quick apply
Experienced Mortgage Paraplanner
Chambers Financial Services Limited —Benfleet
- £24,000 - £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply

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IFA Support/Paraplanner
Cobens —Maidstone
At least 3 years previous experience in an IFA support or paraplanning role (essential). Strong knowledge of pensions, investments, and financial planning…
£30,000 - £45,000 a year
Quick apply
Experienced IFA/Pensions Administrators - Richmond based, West London
Asquire Wealth Management Ltd —Richmond
The role is to support the Financial Planning Managers and Paraplanners to include preparation of new business documents, maintaining the back office system…
£30,000 - £35,000 a year
Quick apply
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Financial Adviser (Maidstone)

Perspective Financial Group
Maidstone

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Analysis skills
Communication skills
Time management

Full job description

Perspective (South East) Ltd

Job Description

We are currently looking for an experienced Adviser to join our team in Maidstone. The successful candidate will have extensive knowledge in providing clients with first class advice in line with the FCA regulations, ensuring a brilliant service.
Office: Perspective (South East) Limited
Location: Maidstone
Hours: Monday – Friday 9am to 5pm with a one-hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Maidstone OfficeFirst PointSt. Leonards RoadAllingtonMaidstoneME16 0LS

Requirements

Accuracy, attention to detail and the ability to explain complex information clearly and simply.
Strong communication skills; and the ability to ask appropriate questions of clients.
Good analytical skills, money management skills and planning skills.
Enthusiasm and willingness to assist clients.
Ability to manage own workload.
Flexible/adaptable to cope with change.
To be motivated, friendly and professional at all times; and provide impartial unbiased advice.
Excellent time management to ensure appointments are scheduled with realistic time frames.
Act in a professional manner when dealing with colleagues/stakeholders.
Ability to work as part of a Team; collaborating with the local team including Paraplanners and Administrators; and across the wider business as appropriate.
Detailed understanding of the advice process.
Detailed understanding of financial planning.
Detailed understanding of products and solutions to meet client needs.
Up to date knowledge of the financial market place.
Good understanding of regulatory requirements; including Consumer Duty requirements; GDPR; and anti-money laundering requirements.

Responsibilities

The key responsibilities include but are not limited to:

Provide clients with holistic financial planning and advice and make suitable recommendations on how to best meet their goals and financial objectives.
Research the marketplace for available products and services, identify clients’ needs, design financial strategies and gain commitment from clients to proceed with recommendations.
Provide first class financial planning and advice to both existing and prospective clients.
Provision of strategic advice across a variety of financial products and services (pensions, investments and savings, protection).
Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
Making recommendations to clients that meet their goals and ambitions.
Delivering annual reviews to clients on an ongoing service proposition.
Ensuring all financial planning and advice is provided in line with the requirements of the FCA including focus on consumer duty requirements and ensuring compliance with all other relevant industry rules and regulations.
Cultivating the client base and building relationships.
Driving organic growth through generation of new clients and identifying new advice opportunities with existing clients.
Keeping abreast of new industry developments; and researching the market to ensure that knowledge is current.
Keeping up to date with financial products and legislation.
Ensuring compliance with all requirements of an FCA certified function holder.
Ensuring CPD is completed on a rolling 12-month basis to the required standard and is sufficient and appropriate for the areas in which you are certified to provide advice and kept up to date at all times.
Maintaining performance standards in accordance with Consumer Duty outcomes and those outlined in the Key Performance Indicators section of the Training and Competence procedures.
Ensuring that SPS via a recognised body is maintained at all times.

Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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financial paraplanner jobs in maidstone

Financial Adviser (Maidstone)

IFA Support/Paraplanner

Financial Adviser Administrator

Paraplanner

Paraplanner

Experienced Mortgage Paraplanner

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Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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Refine Your Search

financial paraplanner jobs in maidstone

IFA Support/Paraplanner

Financial Adviser Administrator

Paraplanner

Paraplanner

Experienced Mortgage Paraplanner

More jobs to discover

I want to receive the latest job alerts for financial paraplanner in maidstone

Explore jobs in more locations

Perspective (South East) Ltd

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you