We are working with a large IFA with a recruitment drive they have across the South Coast.
We are recruiting for a Trainee Paraplanner for an office near Worthing. This is an ideal role for someone who is looking for the next step in their career progressing into Paraplanning. You will have full study support and training to complete the Diploma and to understand the cradle to grave Paraplanning process.
Some of the duties include:
Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
Developing and building relationships with clients
Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
Review fact find and advice given
Maintenance of client records using Avelo (inputting new business, updating client investments)
Preparation of valuations
Competent use of investment platform for placing trades and managing client cash accounts
Computer literate, preferably with experience of Avelo, Excel spreadsheets, platform experience
Good organisational skills with the ability to prioritise
A polite and professional telephone manner
Working within an IFA or financial organisation understanding on how to administer a pension
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.