Paraplanner
Uckfield
c.£45,000plusbenefits
AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketleading national IFA firm?Ifso,IhaveafantasticopportunityIamcurrentlyrecruitingfortojoinanationalclient with offices in Uckfield.
Therolecomeswithacompetitivesalary(circa£45,000perannum)dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice)plusBankHolidays,BirthdayLeave,HolidayPurchaseScheme,LifeAssurance,Pension,CorporateEyecareandExtrasDiscountshoppingdiscounts.
Thekeydutiesoftherolewillinclude:
* WritingFinancialPlanningReportsthatourPlannerspresenttoclients.
* SupportingthePlannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients.
* Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-dayqueries.
* Arrangingforplanstobesubmittedtoprovidercompanies.
* Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm'sfilesarewellpresented,accurateandcompliant.
* Preparationofclientreviewpacks.
* Illustrationrequests.
* Keepuptodatewithfinancialproductsandlegislation.
* Complywithallcompanyandindustryguidelines,rulesandregulations.
ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on 07747 782934 to discusstheoppor...