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Vacancy Title: Paraplanner
Contract Type: Permanent
Location: Surrey, England
Industry:
Salary: £25000.00 - £40000.00 per annum
REF: BBBH6569_1578482379
Contact Name: Tegan Sillett
Contact Email: tegan.sillett@dynamiterecruitment.com
Vacancy Published: 13 days ago

Vacancy Description


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.