Paraplanner- Salary of £35,000- Highcliffe

WE GO THE EXTRA MILE. EVERY DAY.

example_hero_mobile_two

Paraplanner- Salary of £35,000- Highcliffe

WE GO THE EXTRA MILE. EVERY DAY.

Paraplanner- Salary of £35,000- Highcliffe

Permanent

Paraplanner- Salary of £35,000- Highcliffe
Our client, a leading company based in Highcliffe, are currently looking to recruit an enthusiastic and skilled Paraplanner to join their team in Highcliffe. You will work directly with the two company directors to enable them to deliver high quality financial advice and service to their clients.

Duties:

  • Support the company in delivering a high-quality service to clients.
  • Gather data to support the production of client reviews and pension transfer analysis.
  • Draft client reviews and suitability reports.
  • Prepare for client and prospect meetings.
  • Research technical queries.
  • Work alongside our existing team of Administrators and Paraplanners to assist the two directors in servicing their clients.
  • Work within in a team being passionate about making a difference, building relationships and acting as a second point of contact for clients.
  • Produce high quality, accurate reports.
  • Support the administration team when required.
  • Work within appropriate regulatory frameworks and follow our ethical and professional standards.

Qualifications and key skills:

  • Must have previous experience as a Paraplanner within the industry.
  • Must have, or be willing to work towards, a Diploma in Regulated Financial Planning.
  • Excellent communication and organisational skills.
  • Attention to detail.
  • Drive and determination.
  • Ability to work under pressure and to tight timescales.
  • Proactive and willing to continue learning.
  • Problem solving and ability to prioritise.
  • Working knowledge of Microsoft Office and Adviser Office (desirable).

Hours:

  • 8:30am- 5:00pm- Monday to Thursday
  • 8:30am- 2pm- Friday

If you are interested in the Paraplanner role or would like more information, please submit your CV.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Job Reference: BBBH11612

Salary: Up to £35000.00 per annum

Salary per: Annum

Job Duration:

Job Start Date: ASAP

Job Type:

Job Location: ,

Job Industry:

Apply Now

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Keep in touch
telephone