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Financial Planning Assistant

Job Title: Financial Planning Assistant
Contract Type: Permanent
Location: East Sussex
Industry:
Reference: 1123590
Contact Name: Tegan
Contact Email: contact@dynamiterecruitment.com
Job Published: April 29, 2021 15:46

Job Description

This is a fantastic opportunity for an experienced Financial Planning Administrator / Paraplanner to join a fantastic growing IFA with a fantastic reputation. A refreshing role where you will also be client facing, rather than your traditional paraplanning behind the scenes role!

The ideal candidate will be:
  • You will ideally be Diploma qualified or part qualified.
  • Experienced in cash flow (desirable not essential)
  • Experience within an IFA practice
  • DB transfer experience will be desirable but not essential
Duties include:
  • Attend Client meetings, Note taking
  • Supporting the financial Advisor
  • Having an active involvement in the client relationship
  • Research and produce technically accurate follow up work (Written)
You will benefit from a fantastic benefits package, fully supported qualifications, growth, and development. Fantastic modern office space and an extremely friendly, happy team to welcome you!

Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!!!!

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