Paraplanner Level 4 Qualified

Job Type:
Permanent
Job Sector:
Financial Services
Region:
South East
Location:
West Sussex
Salary:
£35,000 to £35,000 per annum
Salary Description:
Benefits, bonus + study support
Posted:
24/09/2019
Recruiter:
Dynamite Recruitment Solutions
Job Ref:
BBBH6235

Paraplanner - Level 4 qaulified or working towards - �28k - 40k
We have an exclusive opportuntity for a long standing client of mine who is seeking a new paraplanner to work with the top performing advisor.
Your role as a paraplanner will include:

* Providing technical, research and administrative support to planners
* Providing solutions to meet client needs and objectives
* Producing compliant and detailed client Financial Strategy reports
* Helping to manage the client relationship, including attendance at client meetings if requested
* Keeping full and compliant records on file
* Liaising with advisers on a regular basis, to work on cases and provide updates
* Prioritising workload to meet all deadlines in order to deliver good outcomes for both the client & the business.
* Ensuring that all regulatory and compliance standards are met and providing a quality assurance check for the firm
* Liaising with product providers and other relevant third parties

We are looking for a candidate with previous paraplanning experience (this is essential) who is qualified, or working towards, industry recognised qualifications.
The salary package will be between �28K to �40K depending upon experience and includes a Company Pension, Private Medical, Career Training, Support and possible advancement to Financial Planner in the future if desired and a friendly and flexible working environment
Please apply via the Dynamite Recruitment Website or email

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:

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