Paraplanner Level 4 Qualified

Job Title: Paraplanner Level 4 Qualified
Contract Type: Permanent
Location: West Sussex, England
Salary: £28000 - £42000 per annum + Benefits, bonus + study support
Reference: BBBH6235_1572945392
Contact Name: Chloe Emmerson
Contact Email:
Job Published: November 05, 2019 09:16

Job 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.

Get similar jobs like these by email

By submitting your details you agree to our T&C's