This Job Vacancy has Expired!

PARAPLANNER

Posted on Jul 17, 2019 by CV-Library

Dorking, Surrey, United Kingdom
Accountancy
Immediate Start
£40k - £50k Annual
Full-Time
Experienced Paraplanner - DORKING ****************

We are recruiting for an opportunity with a long term client of ours that is based in Dorking. They are seeking a new team paraplanner to sit with the other 4 Paraplanners to carry work on all aspects of technical support to the Advisor

Manage the planning workflow

Receive and implement requests from the Adviser(s)

Gather and record client data

Prepare and compare financial analysis

Prepare reports to a professional and timely standard

Provide information for annual reviews and identify areas not covered

Communicate with selected clients (face to face or remote) and third parties

Develop and maintain all processes relevant to technical support

Delegate and communicate clearly with technical and client support

Undertake financial planning and product-based research

Operate within the compliance and corporate standards of the business.

For this role we are looking to speak to candidates that have been in a similar role. You will need to have a clear background in the financial planning arena in a Senior IFA or Paraplanning capacity

Our client offers super benefits, competitive salary and on site parking.

Please contact me for further details or apply on the Dynamite Website

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

Reference: 210434105

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