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Vacancy Title: Paraplanner
Contract Type: Permanent
Location: East Sussex
Industry:
REF: 1299654
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: 17 days ago

Vacancy Description

This is a fantastic opportunity to join a Chartered financial planning firm within a rare position as Trainee Paraplanner. For this role we are looking for an experienced Financial Planning Administrator / IFA Administrator/ Junior Paraplanner to join a growing IFA with a fantastic reputation. A refreshing role where you will also be client facing, rather than your traditional paraplanning behind the scenes role!

The ideal candidate will be:
  • You will ideally be Diploma qualified or working towards this
  • Experienced in cash flow (desirable not essential)
  • Experience within an IFA practice
  • DB transfer experience will be desirable but not essential
Duties include:
  • Attend Client meetings, Note taking
  • Supporting the financial Advisor
  • Manage client service needs and client expectations to ensure client satisfaction
  • Having an active involvement in the client relationship
  • Research and produce technically accurate follow up work (Written)
  
You will benefit from a fantastic benefits package (including Private Medical insurance, Income Protection etc. fully supported qualifications, growth, and development. Fantastic modern office space and an extremely friendly, happy team to welcome you!
  
For the trainee Position the salary is circa £25,000 for someone with IFA experience and starting qualifications, £30-£35k for someone Close to Diploma/ newly qualified. This company also have availability for more senior paraplanner £35-£40k.

Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!!!!