Paraplanner

Recruiter
Anthony Alexandra
Location
Weybridge, UK
Salary
Competitive
Posted
18 May 2019
Closes
27 May 2019
Ref
1126470505
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Anthony Alexandra are in alliance with a well-respected Independent Financial Advisers based in the Surrey. Our client is currently seeking a Paraplanner.

Our client is searching for a professional, highly professional and an experienced Paraplanner. This role is appropriate to someone who is enthusiastic to providing Paraplanner support in a firm that is always devoted to supply the best financial advice available.

Furthermore, our client is providing a wonderful opportunity in which will help a well- structured career and gain more knowledge and experience within this role.

Duties for this role include: -
  • Assisting Financial Advisers design and deliver bespoke financial solutions for our clients
  • Creating and maintaining accurate records on the back-office system for both new and existing policies
  • Creating documentation to support Financial Adviser recommendations, using data obtained by Financial Adviser during client meetings
  • Checking the integrity of information supplied by existing product providers

Skills and experience that our client is searching for entail: -
  • Over 5 years' experience working within an IFA environment
  • Achieved or working towards the Diploma in Financial Planning
  • Experienced in using back office systems
  • Technical knowledge and expertise of Financial Services products

Benefits
  • Salary of up to £40,000
  • On-going training opportunities
  • Working hours are Monday-Friday, 9am - 5pm
  • 25 days holiday
  • Contributory Pension Scheme
  • Income protection

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