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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Burgess Hill
Industry:
Reference: 633475
Job Published: February 19, 2020 10:16

Job Description

Paraplanner - Level 4 qualified or working towards - £28k - 40k
We have an exclusive opportunity for a long-standing client of mine who is seeking a new Paraplanner to work with the top performing advisor.
  
Your role as a Paraplanner will include:

 

  • Providing technical, research and administrative support to planners
  • Providing solutions to meet client needs and objectives
  • Producing compliant and detailed client Financial Strategy reports
  • Helping to manage the client relationship, including attendance at client meetings if requested
  • Keeping full and compliant records on file
  • Liaising with advisers on a regular basis, to work on cases and provide updates
  • Prioritising workload to meet all deadlines in order to deliver good outcomes for both the client & the business.
  • Ensuring that all regulatory and compliance standards are met and providing a quality assurance check for the firm
  • Liaising with product providers and other relevant third parties

  
We are looking for a candidate with previous paraplanning experience (this is essential) who is qualified, or working towards, industry recognised qualifications.
  
The salary package will be between £28K to £40K depending upon experience and includes a Company Pension, Private Medical, Career Training, Support and possible advancement to Financial Planner in the future if desired and a friendly and flexible working environment
  
For more information, please apply now or contact Tegan Sillett at Dynamite Recruitment!

 

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