Paraplanner

Recruiter
Dynamite Recruitment Solutions Ltd
Location
Bournemouth, UK
Salary
Competitive
Posted
22 Aug 2019
Closes
19 Sep 2019
Ref
1228120344
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Career Paraplanner Full or Part time £40k + Benefits
We are recruiting for a confident Paraplanner to work in our clients offices that is based in Bournemouth area.
This is a rare chance to apply for a opportunity that offers a super all round package. For this role our client is looking for a candidate that has been working in a Paraplanner role or perhaps someone who is looking to take a step away from being an adviser.
In this role you will be supporting with all aspects of Technical support, reviewing fact finds, needs and demands and provide technical research services to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business.
Develop and maintain effective relationships with clients and colleagues.
Prepare suitability reports appropriate to level of experience and under relevant supervision.
Ensure all relevant compliance paperwork has been carried out. Carry out technical research as part of the existing arrangement review process. Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
Obtain data on in-house and third party products in order to provide technical valuations as required.
Excellent standard of education with a desire to further development and to undertake relevant examinations.
Proficient IT skills in core Microsoft Office systems.
Organisation and prioritisation skills.
Excellent verbal and written communication skills with an eye for detail.
Professional telephone manner.
2 years working as a Paraplanner
Diploma Level 4 or 1 exam off
For more details please can you apply on the Dynamite Recruitment website.

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