Paraplanner

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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...
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Location:
Uckfield
Salary:
£45,000
Job Type:
FullTime
Category:
Accounting & Finance

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