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Vacancy Title: Paraplanner
Contract Type: Permanent
Location: Southampton
Industry:
REF: 1150417
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: 18 days ago

Vacancy Description

 
A client that has a new offices are now recruiting for an experienced Paraplanner to join their small team due to company success.
 
The Paraplanner role is below:
 
* 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
* Undertake appropriate professional development and training
* Report on key measures on a regular basis
 
* High level of technical knowledge
* Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
* Clear understanding of an adviser's role
* Interpersonal skills to develop and maintain client trust and inspire confidence
* Articulate - able to communicate effectively in verbal and written form
* Solutions orientated - imaginative
* Highly organised, methodical, analytical, disciplined, able to work to deadlines
 
Please apply online at the Dynamite recruitment website or email tegan.sillett@dynamiterecruitment.com or call 02392 455422