Trainee Paraplanner

Trainee Paraplanner

Job Title: Trainee Paraplanner
Contract Type: Permanent
Location: Fareham, Hampshire
Salary: £26000.00 - £30000.00 per annum + study support, benefits
Reference: BBBH5540_1552322978
Contact Name: Financial Services
Contact Email:
Job Published: March 11, 2019 16:49

Job Description

Technical Administrator / Trainee Paraplanner


We are recruiting for a busy IFA practice that is growing due to volumes of businss being increased and they havwe promotsed thre paraplanner into an IFA and they noe have a opening for Technical administrator / Paraplanner.

The role:

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

For this role you will need to have a background working in an IFA practice and have a desire to work within a Technical Admin / Paraplanner capacity.

Please call Chloe on 02392 455422

OR Apply on the Dynamite recruitment website.

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