Chiltern Consultancy have vacancies for the following
Part Time Receptionist (2 days per week)
Applications for this position have now closed (15 March 2018)
Chiltern Consultancy Limited currently require a Paraplanner to join its team following continued growth within the business.
Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports and suitability letters.
You would also be required to handle technical client queries.
The successful candidate will be ideally Diploma qualified and will be looking to further advance their status in the coming years.
Salary is based on experience and qualifications.
We are looking for someone with energy, enthusiasm and drive, and be highly motivated.
You will be joining a successful and rapidly growing company who offer excellent opportunities to progress your career.
It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.
There maybe a requirement to attend/accompany IFA’s to client meetings.
• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.
• Carrying out all tasks in a manner consistent with compliance procedures.
• Preparation of existing client files ready for reviews.
• Ensuring all client files are compliant on an ongoing basis
• All business related administrative duties
These duties are not to be regarded as exhaustive and you may be required to perform such other and / or additional duties within your skill and competence as the company may require.
To find out more:
Contact Frank Thompson on 01494 451441 or email email@example.com
Independent Financial Adviser
Chiltern Consultancy currently require an IFA to join its team following continued growth within the business. We are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors, the source of the majority of the business introduced to the company.
Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40 in Stokenchurch.
The business has an excellent reputation for quality and is looking for a motivated individual to join the team and assist with the further growth of the company.
Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients.
You will be required to conduct comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis.
The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma.
Ideally you will have 4+ years experience in the market providing advice to clients.
In return for your hard work and commitment you will be rewarded with an attractive package which will be reviewed annually in relation to performance.
To find out more:
For further information and a confidential discussion about this position, please contact Mike Foster
Call 01494 451441 or firstname.lastname@example.org