Paraplanner

Paraplanner

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

Uckfield

c.£45,000plusbenefits

AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketleading national IFA firm?Ifso,IhaveafantasticopportunityIamcurrentlyrecruitingfortojoinanationalclient with offices in Uckfield.

Therolecomeswithacompetitivesalary(circa£45,000perannum)dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice)plusBankHolidays,BirthdayLeave,HolidayPurchaseScheme,LifeAssurance,Pension,CorporateEyecareandExtrasDiscountshoppingdiscounts.

Thekeydutiesoftherolewillinclude:

• WritingFinancialPlanningReportsthatourPlannerspresenttoclients.
• SupportingthePlannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients.
• Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-dayqueries.
• Arrangingforplanstobesubmittedtoprovidercompanies.
• Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm'sfilesarewellpresented,accurateandcompliant.
• Preparationofclientreviewpacks.
• Illustrationrequests.
• Keepuptodatewithfinancialproductsandlegislation.
• Complywithallcompanyandindustryguidelines,rulesandregulations. xwzovoh

ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.