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Job Post Details

Adviser or Paraplanner - job post

AW Financial Management LLP
3 London Road, Dartford DA4 0JP
Full-time

Job details

Here’s how the job details align with your profile.

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

3 London Road, Dartford DA4 0JP

Benefits
Pulled from the full job description

  • On-site parking

Full job description

Outline Job Description

We are a client-centric small Independent Financial Planning and Wealth Management firm with the opportunity for a new member of the team to work alongside the existing Advisers.

Ideal for an existing Adviser or for a Paraplanner who wants more client interaction, the main role will be to work alongside the existing Partners to provide technical support and to grow into the role of managing the client relationship.

We are looking for either a fully DipPFS qualified individual or someone who is very close to completion of the Diploma in Regulated Financial Planning.

IT skills required

· Experience of Microsoft Word, Excel and Outlook – good and accurate keyboard skills

· Experience of using IFA software tools such as FE Analytics, IRESS and cash-flow modelling tools.

Personal skills required

· Good standard of written and verbal communication

· Attention to detail

· Personal & Professional integrity

· Good interpersonal skills

· Effective time management

· Ability to critically evaluate information, probe and challenge

· A flexible and adaptable attitude towards work

Salary & Conditions

· Basic salary will be determined by experience of candidate plus performance related bonus.

· Potential for rapid career progression.

· This is a full-time post – 35 hours per week. Role will be office based exclusively - 9am to 5pm, Monday to Friday.

AWFM

  • We are a growing firm of Independent Financial Advisers (IFAs) and Wealth Managers based in Farningham less than a mile outside the M25 south of Junction 3.
  • We provide advice to private clients across London and the South East of England.
  • There are currently 3 Partners and 6 other members of staff.
  • We occupy newly refurbished air-conditioned offices with on-site parking for staff and clients.

Closing date for applications 31st January 2025

We do however reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate.

If you wish to be considered for this role, please send your CV to our business manager Harin Fernando – his email address is:

harin@awfm.co.uk

Should your application be successful, an offer of employment will be subject to satisfactory references and proof of eligibility to live and work in the UK.

Job Type: Full-time

Schedule:

  • Monday to Friday

Work authorisation:

  • United Kingdom (required)

Location:

  • Dartford DA4 0JP (preferred)

Work Location: In person

Application deadline: 31/01/2025

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