Job provided by Dynamite Recruitment
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About the job
**Experienced Paraplanner DORKING **
We are recruiting for an opportunity with a long term client of ours that is based in Dorking. They are seeking a new team paraplanner to sit with the other 4 Paraplanners to carry work on all aspects of technical support to the Advisor
Manage the planning workflow
Receive and implement requests from the Adviser(s)
Gather and record client data
Prepare and compare financial analysis
Prepare reports to a professional and timely standard
Provide information for annual reviews and identify areas not covered
Communicate with selected clients (face to face or remote) and third parties
Develop and maintain all processes relevant to technical support
Delegate and communicate clearly with technical and client support
Undertake financial planning and productbased research
Operate within the compliance and corporate standards of the business.
For this role we are looking to speak to candidates that have been in a similar role. You will need to have a clear background in the financial planning arena in a Senior IFA or Paraplanning capacity
Our client offers super benefits, competitive salary and on site parking.
Please contact me for further details or apply on the Dynamite Website
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.