We are recruiting for a long established financial organisation based in West Sussex.
A super a company with an excellent name in the industry that has 3 opportunities to work in the Paraplanning team.
Main duties of this role are:
The client is preferably looking for someone who has completed their RO1 & 2 Exam's however, training and exams will be available. But as a minimum experience within the financial sector with a positive and upbeat attitude.
Some daily tasks of the successful candidate will be:
- Completing new business reports
- Cradle to grave admin tasks
- Letters of Authority
- Client Letters
- Booking reviews and diary management
- Template report working
- Any Ad-Hoc admin tasks
Previous knowledge of the Insurance/Financial Services Industry is essential.
An understanding of the sales process and how advice is provided to clients within a compliance driven business.
Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken. Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.
To apply for this role please can you apply direct or call 02392 455422
Paraplanner paraplanning IFA paraplanner Trainee paraplanner Junior paraplanner IFA administrator Senior Paraplanner paraplanner paraplanner
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.