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Paraplanner Level 4 Qualified

Vacancy Title: Paraplanner Level 4 Qualified
Contract Type: Permanent
Location: West Sussex, England
Industry:
Salary: Up to £35000.00 per annum + Benefits, bonus + study support
REF: BBBH6235_1569313529
Contact Name: Chloe Emmerson
Contact Email: chloe.emmerson@dynamiterecruitment.com
Vacancy Published: 30 days ago

Vacancy Description


Paraplanner - Level 4 qaulified or working towards - £28k - 40k
We have an exclusive opportuntity for a long standing client of mine who is seeking a new paraplanner to work with the top performing advisor.
Your role as a paraplanner will include:

  • Providing technical, research and administrative support to planners
  • Providing solutions to meet client needs and objectives
  • Producing compliant and detailed client Financial Strategy reports
  • Helping to manage the client relationship, including attendance at client meetings if requested
  • Keeping full and compliant records on file
  • Liaising with advisers on a regular basis, to work on cases and provide updates
  • Prioritising workload to meet all deadlines in order to deliver good outcomes for both the client & the business.
  • Ensuring that all regulatory and compliance standards are met and providing a quality assurance check for the firm
  • Liaising with product providers and other relevant third parties


We are looking for a candidate with previous paraplanning experience (this is essential) who is qualified, or working towards, industry recognised qualifications.
The salary package will be between £28K to £40K depending upon experience and includes a Company Pension, Private Medical, Career Training, Support and possible advancement to Financial Planner in the future if desired and a friendly and flexible working environment
Please apply via the Dynamite Recruitment Website or email

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.