Vacancy Title: Paraplanner
Contract Type: Permanent
Location: Guildford
REF: 11889350
Contact Email:
Vacancy Published: 13 days ago

Vacancy Description

I am recruiting for an experienced Paraplanner to join an experienced, talented, and driven team that offer genuine career progression, supported qualifications in a client facing varied role. Become part of an award winning and dynamic team that drive success and customer experience as a priority. You will be joining a small intimate team with a great in house support team. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed.

Duties include:
  • Receive and implement requests from the Advisers
  • 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
  • Communicate clearly on technical and client support
  • Undertake financial planning and product-based research
  • You will have the ability to build upon existing strong client relationships.
  • It is essential that you possess strong communication skills
  • have a high attention for detail and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
  • Level 4 qualified or close to completion
For further details please contact Tegan Sillett at Dynamite Recruitment on 02392455422