Chiltern Consultancy have vacancies for the following
Job Title: Paraplanner
Responsible to: Head of Paraplanning
Responsible for: Providing services to the IFA team, supporting the continuing growth of the business.
Based: Stokenchurch, Bucks, HP14 3FE
We are looking for a Paraplanner to join our Paraplanning Team at our Head Office.
The position will be suitable to someone who has a background in Paraplanning.
You will be part of our Paraplanning Department based in Stokenchurch supporting our highly qualified team of IFA’s and responsible for delivering high quality reports.
There is potential to progress into an IFA role for the right individual and if this is your desired career path. Chiltern are well known for offering the opportunity to progress and having the quality mentors available to help develop those that desire it. We are however more than open to the idea of a career Paraplanner, which in turn offers its own rewards.
Candidates will ideally have:
To be successful in this Paraplanning role, you will need to be a good communicator and have an excellent working knowledge of the financial services industry.
You will have good report writing skills with the ability to conduct research in connection with protection, investment and pre/post retirement planning.
You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.
You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
You will be computer literate with the ability to use Microsoft Office. You should be at or well on the way towards Level 4 diploma status.
Any targets to progress beyond this will be fully supported by the company.
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