Paraplanner

Recruiter
b3 jobs ltd
Location
Lewes
Salary
up to £30,000
Posted
14 Jun 2017
Closes
14 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner
Job ref: 61166 | up to £30,000 | Lewes, East Sussex

The company

The business is part of the leading household name for legal services in the UK. Being part of national network of modern progressive law firms, they are dedicated to providing customer service excellence at all times.

The role

The role of the Paraplanner is to support the Chief Executive and Financial Planners when informing and advising clients on financial strategies, plans and products, IT operations and organise the technical task and workflow for the business.
You will work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience, prepare and maintain client files ensuring all paperwork held is present, relevant and compliant, undertake relevant research to identify suitable solutions to meet a client’s specific objectives, implement recommendations, act as a main point of contact and deal effectively with client queries, arrange agreed client meetings with the client and adviser and when instructed, review client investment portfolios, asset allocations, risk profile etc.

Your experience

We are looking for a professional and organised individual with previous experience of working in a relevant financial planning role plus be a holder of CII or CISI certification. You will have good knowledge of FCA guidelines plus experience using software packages including Intelligent Officer and Dynamic Planner. You will be able to prioritise your workload, have excellent written and oral communication skills, have good report writing skills and be accurate with high attention to detail.

More details

The Paraplanner job is based in Lewes, East Sussex and is paying up to £30,000 according to individual skills and previous experience.

How to apply

If this really sounds like you and you want to be considered for the Paraplanner job, please click the Apply button.

What happens next?

After applying for jobs, we will call you for a confidential chat to discuss the full job details and your requirements within 24 hours on the assumption your credentials fit the requirements for the role.

b3 local is a professional, friendly and progressive recruitment consultancy based in Heathfield. With a wealth of knowledge and experience coupled with a high level of customer service, we aim to provide an honest and professional approach to recruitment for both companies and candidates alike. All of our consultants have considerable experience in recruitment so you can be confident that they will have your best interests at heart when finding the perfect job for you. We cover three key job areas which are office / professional, sales / marketing and industrial / manufacturing.