Technical Paraplanner

Job Title: Technical Paraplanner
Contract Type: Permanent
Location: Fareham, Hampshire
Salary: Up to £43000.00 per annum + Benefits, bonus + study support
Start Date: ASAP
Reference: BBBH6234_1569311468
Contact Name: Chloe Emmerson
Contact Email:
Job Published: September 24, 2019 08:51

Job Description

Senior Technical Paraplanner - Fareham £30 - 43k
A client that has a newly refurbished offices are now recruiting for a 2 vacancies, this is a Trainee Paraplanner and Senior Technical Paraplanner to support the 3 new adviser's that have been taken on.

The Senior Paraplanner role is below:

  • Manage the planning workflow
  • Receive and implement requests from the Adviser(s)
  • Gather and record client data
  • Prepare and compare financial analysis
  • Prepare reports to a professional and timely standard
  • Provide information for annual reviews and identify areas not covered
  • Communicate with selected clients (face to face or remote) and third parties
  • Develop and maintain all processes relevant to technical support
  • Delegate and communicate clearly with technical and client support
  • Undertake financial planning and product-based research
  • Operate within the compliance and corporate standards of the business
  • Undertake appropriate professional development and training
  • Report on key measures on a regular basis
  • High level of technical knowledge
  • Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
  • Clear understanding of an adviser's role
  • Interpersonal skills to develop and maintain client trust and inspire confidence
  • Articulate - able to communicate effectively in verbal and written form
  • Solutions orientated - imaginative
  • Highly organised, methodical, analytical, disciplined, able to work to deadlines

Please apply online at the Dynamite recruitment website or email or call 02392 455422

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

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