Senior Paraplanner / Trainee Advisor

Job Type:
Permanent
Job Sector:
Financial Services
Region:
South East
Location:
West Sussex
Salary:
£40,000 to £40,000 per annum
Salary Description:
Pension + Benefits
Posted:
28/08/2019
Recruiter:
Dynamite Recruitment Solutions
Job Ref:
BBBH6045

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.

Contact Details:
Dynamite Recruitment Solutions
Tel: +44(0)2392 455 422
Fax: +44(0)2392 474 400
Contact: Chloe Emmerson
Email:

You may return to your current search results by clicking here.

Advertisers

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings