Paraplanner/Sales Support

Prime Appointments
£25000 - £35000/annum
08 Jul 2017
07 Aug 2017
Contract Type
Full Time
My client based in Braintree is seeking a Sales Support/Paraplanner to join their friendly, professional team. They provide professional advice and financial planning solutions for both individual and corporate clients.

You will be working with other members of the team to provide first-class technical support to the Partner/Senior IFA. This is a fantastic opportunity to become a key member of the team where you will be valued and able to add real value to a bespoke financial planning business.

Key Tasks
Undertake research across the markets for various products
Provide administration support, to include file maintenance, processing new business, preparing investment valuations and dealing with routine correspondence
Report Writing - preparation of suitability letters, including preparation of spreadsheets
Processing new business, inputting onto an investment platform
Keep up to date with new products, technical or legislative changes within the market place

Person Skills
Working towards or hold Level 4 Financial Planning Diploma
Ideally have worked in an IFA practice
IT Skills and use of Excel, Office and Outlook
Strong analytical skills and work in a structured, planned manner

Salary £25,000 - £35,000 depending on previous experience/qualifications

Please note that if you have not been contacted within 7 days your application for this position has been unsuccessful