I am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success.You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Duties include: - Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
- Attending client and product provider meetings
- Processing new business to completion
- Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses
- Interpreting information and statistical data
Financial planning qualifications are desired but not essential - these can be gained and supported during your employment here.£30,000 - £45,000 DOEChichester28 days holidayFree ParkingSupported exams and qualificationsInternal career progression
For further information on this role or to apply please contact Tegan Walsh at Dynamite Recruitment 