Contract Type: Permanent
Location: Dorking, Surrey
Salary: £40000 - £50000 per annum + Pension + Benefits
Reference: BBBH5503_1563381997
Contact Name: Financial Services
Contact Email:
Job Published: July 17, 2019 17:46

Job Description

**********************Experienced Paraplanner - DORKING ****************

We are recruiting for an opportunity with a long term client of ours that is based in Dorking. They are seeking a new team paraplanner to sit with the other 4 Paraplanners to carry work on all aspects of technical support to the Advisor

  • Manage the planning workflow

  • Receive and implement requests from the Adviser(s)

  • Gather and record client data

  • Prepare and compare financial analysis

  • Prepare reports to a professional and timely standard

  • Provide information for annual reviews and identify areas not covered

  • Communicate with selected clients (face to face or remote) and third parties

  • Develop and maintain all processes relevant to technical support

  • Delegate and communicate clearly with technical and client support

  • Undertake financial planning and product-based research

Operate within the compliance and corporate standards of the business.

For this role we are looking to speak to candidates that have been in a similar role. You will need to have a clear background in the financial planning arena in a Senior IFA or Paraplanning capacity

Our client offers super benefits, competitive salary and on site parking.

Please contact me for further details or apply on the Dynamite Website

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

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