Technical Administrator / Trainee Paraplanner
PART TIME or PART HOME BASED
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.
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.