Paraplanner

Reward Recruitment

Screened

Brighton and Hove, South East

£45,000/annum

Posted 3 days ago

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About the role

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.

About this listing

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