Client facing Paraplanner
Super working hours with a flexible approach on working on hours.
We are recruiting for a client of ours that has instructed us to source an exceptional new team member in the Paraplanning team.
This client is a well established firm with an approach that will support a client from the very first contact, This client has a superb reputation and they are recruiting purely due to expansion and year on year growth.
We are looking for an individual who has or is currently a paraplanner, or an ex- adviser and is looking to move away from the sales aspect but would still like to be client facing.
Below is an example of some of the duties you will be required to do.
Keep adviser up to date with all business, administration task like letters of authority, supporting follow up letters, including drafting and sense checking the advice.
Attend client meeting as and when required to assist in presentation, information gathering or any other activity central to securing the business.
Attend seminars and client meetings.
Create of accurate fact finds, recording of information on sales, submission of replacements and approval process and keep work in process up to date at all times.
Meeting prep, agendas, valuations, Estate summeries, Fund switches, and booking reviews. IHT Calc, CY calculations.
New Business and post sales work.
What do you need for this role:
Ideally you will have the Diploma level 4, however if you have been working as a para planner and are qualified by experience we will be very keen to speak to you about this role.
You will be a an analytical individual with precise attention to detail
You will have strong product knowledge on Pensions and Investments, with IHT and Trust and will need little or no training other then the systems and processes the company has in place.
A very rewarding and generous company that offers super working hours and a flexible approach.
Please contact Chloe on 02392 455422 or apply on Dynamite recruitment website
Paraplanning, Paraplanner, para planner paraplanner
Dip PFS Diploma Level 4 DIP 4 Diploma level 4 Dip PFS Dip Pfs
LOA, Pensions Investments.
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.