Parkside Office Professional
06 May 2017
05 Jun 2017
Contract Type
Full Time

Are you a Paraplanner?

Are you qualified to level 4 or actively studying Level 4?

Can you commute to Horsham on a daily basis?

If you can answer YES to ALL of the above questions then please read on....

An excellent client of ours is looking for a Paraplanner to join their organisation on a permanent basis. The successful Paraplanner MUST be qualified to level 4 or actively studying Level 4.

The Paraplanner will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate. You will also be responsible for:

  • Provide technical and product support to the Consultants throughout the Sales process and provide assistance to compliance as and when required.
  • To conduct an initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
  • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also to provide the adviser with evidence of research using the company's chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison

The successful Paraplanner MUST have previous Paraplanning experience, be qualified up to/ including level 4 and have excellent communication skills at all levels. You will also need to be able to work in a face paced and ever changing environment.

If you are interested in pursuing this opportunity and match ALL of the above criteria the PLEASE APPLY NOW!!!

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy.Parkside Recruitment is an Equal Opportunities Employer.