Paraplanner
Full or Part time
25k - 40k + Benefits DOE & hours
We are recruiting for a confident Paraplanner to work in our client's offices that is based in Surrey area. Working with in a Wealth Management firm, providing administrative support. This is an exciting and varied role, which will include liaising with clients and Financial Planners. This role will suit a motivated individual who is looking to further their career as a paraplanner within a prestigious firm.
This is a rare chance to apply for an opportunity that offers a super all round package.
In this role you will be supporting with all aspects of Technical support, reviewing fact finds, needs and demands and provide technical research services to a team of Financial Planners.

Duties include:

• Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.
• Conduct detailed research and reports, relating to clients pensions and investments.
• Produce comprehensive financial planning reports whilst working closely with the Financial Planners.
• Accurate data input and keeping back office system updated
• Producing annual review documents
• Develop and maintain effective relationships with clients and colleagues.
• Prepare suitability reports appropriate to level of experience and under relevant supervision.
• Ensure all relevant compliance paperwork has been carried out.
• Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
• Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
• Obtain data on in-house and third-party products in order to provide technical valuations as required.

Required skills and experience;

• Excellent standard of education with a desire to further development and to undertake relevant examinations.
• A high level of communication, both written and verbal
• Previous experience within an IFA practice
• Knowledge and experience in working with provider platforms
• Knowledge and understanding products i.e. pensions and investments
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner.
• 2 years working as a Paraplanner
• Diploma Level 4 or 1 exam off

Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!!!
* Paraplanning * Reports * Suitability * Paraplanner * Diploma level 4

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