Current Vacancies
Job description
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Job title: |
Paraplanner/pa |
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Salary: |
£22000 - £26000per year (depending upon experience) |
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Reports to: |
Mr. John Doyle |
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Location: |
9 Cherry Trees Hartley Kent DA3 8DS |
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Hours: |
Start time: 09:00 am, End time: 05:30 pm-occasionally later hours if required |
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Days of work: |
Mon-Fri |
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Holidays: |
20 days excluding Bank holidays Will also be paid for Bank holidays |
Overall purpose of the job:
To support the general staff within office environment.
To research the best products from the market place for clients to meet their specific needs.
To compile reports following recommendations made for clients
To fully support the Managing Director to meet the company business objectives.
To ensure work is in line with TCF requirements at all times.
Key responsibilities for this job:
To provide recommendations to meet individual clients needs
To manage the office on a daily basis- including booking appointments for director, taking calls and managing the directors diary on a daily basis.
To support administration team
To support the Managing Director to meet the company's business objectives
To develop strategies to improve business output to meet clients needs effectively
To design portfolios as required for clients
To ensure Treating Customers fairly is at fore front of all client transactions at all times. And advice is always in best interests of clients and meets their aims/ objectives.
Knowledge and experience required:
Financial planning certificates 1,2 & 3 as a minimum.(Ideally qualified to Level 4). Knowledge of investments, pensions and life products.
Experience of dealing with staff and clients.
Excellent communication skills.
Excellent understanding of TCF requirements
Other duties the Para-planner /PA will be required to undertake as may be assigned by Mr. John Doyle and to organize and support him in Directors role on a daily basis:
Flexible- able to work as part of the team within the office environment. Able to meet with clients to assist with paperwork and recommendations as recommended by the advisor. To advise and support with general office duties..
Blue Ocean Investment Company Ltd is a growing, dynamic company providing an exciting, fast- paced, supportive environment. We look for honest, motivated individuals to join our motivated team.
Core Values and Principles - We value our client relationships and believe they are built through honest communication and meeting our clients expectations. We value a proactive attitude to our clients’ requirements and provide a comprehensive range of high quality products and services that meet these needs.
People - We value training and the development of all individual employees by encouraging them to develop new skills that will contribute to the business and services provided. We are an equal opportunities employer. We value openness, honesty and integrity and will operate to the highest professional standards at all times. Innovation and hard work are rewarded at Blue Ocean. We expect our team to create genuine value to clients, providing them with the best possible solutions to meet their individual needs.
How to apply - If you feel you can contribute to our team and would enjoy working in a motivated team environment, please send your CV to: Personnel Department, Blue Ocean Investment Company Ltd, 9 Cherry Trees, Hartley, Kent, DA3 8DS. Alternatively, for any queries on vacancies currently available you can This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
