Paraplanner

☞ Heat Recruitment

View: 104

Update day: 11-06-2024

Location: Hailsham South East

Category: Finance / Bank / Stock Sales

Industry: Information Technology Services Staffing Recruiting Financial Services

Position: Entry level

Job type: Full-time

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Job content

This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm, based in Sussex. Focusing on providing a high quality financial planning service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.

The Role

This unique opportunity is a paraplanning role in which the chosen candidate will assisting the Financial Planners throughout the entire client process, from the early client correspondence stage, through the suitability report writing and supervising the administrative staff to ensure a smooth client process. Other duties may include performing research, obtaining illustrations, using analytical software and client liaison.

What’s needed for me to be considered?
  • Previous experience in a Paraplanning role
  • You will ideally have attained the Level 4 Diploma in Financial Planning
  • Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business

What’s next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
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Deadline: 26-07-2024

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