Senior paraplanner / Trainee Advisor £40k - Diploma Level 4
This is a rare chance to apply for a opportunity that offers a super all round package, and development into an advisory role in the near to medium future ahead. For this role our client is looking for a candidate that has been working as a Paraplanner perhaps someone who is looking to take a step into advising.
In this role you will be supporting with all aspects of Technical support, reviewing fact finds, needs and demands and provide technical research services to a team of Financial Planners. Ensure that the preparation of advice for clients and is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.
Develop and maintain effective relationships with clients and colleagues.
Prepare suitability reports appropriate to level of experience and under relevant supervision.
Ensure all relevant compliance paperwork has been carried out. Carry out technical research as part of the existing arrangement review process. Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
Obtain data on in-house and third party products in order to provide technical valuations as required.
Excellent standard of education with a desire to further development and to undertake relevant examinations.
Proficient IT skills in core Microsoft Office systems. Intelligent office & Voyant
Organisation and prioritisation skills.
Excellent verbal and written communication skills with an eye for detail.
Professional telephone manner.
2 years working as a Paraplanner
For more details please can you please apply on the Dynamite recruitment website or call 02392 455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.