Paraplanner Client Facing

Job Title: Paraplanner Client Facing
Contract Type: Permanent
Location: East Sussex
Reference: 11235900
Contact Email:
Job Published: April 29, 2021 16:01

Job Description

This is a fantastic opportunity for an experienced Financial Planning Administrator / Paraplanner to join a fantastic 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 part qualified.
  • 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
  • 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, fully supported qualifications, growth, and development. Fantastic modern office space and an extremely friendly, happy team to welcome you!

£32,000 - £40,000 
Full time office based

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