Paraplanner
  Neg
  Sevenoaks, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Paraplanner required by an expanding company based close to Sevenoaks.
This is an exciting opportunity to join a local company who is experiencing a sustained period of growth.
You will offer technical and administration support to the busy team of Financial Advisors.
Duties to include:
Preparing for client meetings, taking detailed notes and following up on any technical points after the meeting.
Gathering and analysing comprehensive, detailed information
Producing suitability letters for clients
Carrying out reviews of clients’ financial plans, circumstances and objectives
Dealing with complex and technical client queries as and when they arise
Interpreting new technical information, ensuring the team remains compliant with FCA and internal compliance procedures

You should have paraplanning/financial services experience, ideally within pensions, be an excellent communicator, have strong attention to detail and be used to working to deadlines.

The company offers a competitive salary, with excellent benefits and has a professional culture, and is committed to looking after and nurturing its staff.

Call 01732 746604 to find out more about this fabulous opportunity!


Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk

By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website


Advertiser: Agency

Reference:

Posted on: 2020-05-23 17:10:32

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Paraplanner
  Neg
  Sevenoaks, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


Paraplanner required by an expanding company based close to Sevenoaks.
This is an exciting opportunity to join a local company who is experiencing a sustained period of growth.
You will offer technical and administration support to the busy team of Financial Advisors.
Duties to include:
Preparing for client meetings, taking detailed notes and following up on any technical points after the meeting.
Gathering and analysing comprehensive, detailed information
Producing suitability letters for clients
Carrying out reviews of clients’ financial plans, circumstances and objectives
Dealing with complex and technical client queries as and when they arise
Interpreting new technical information, ensuring the team remains compliant with FCA and internal compliance procedures

You should have paraplanning/financial services experience, ideally within pensions, be an excellent communicator, have strong attention to detail and be used to working to deadlines.

The company offers a competitive salary, with excellent benefits and has a professional culture, and is committed to looking after and nurturing its staff.

Call 01732 746604 to find out more about this fabulous opportunity!


Find our 3 branches on Facebook, Twitter and Instagram to make sure you hear about all our new roles! Alternatively, check out our brand new website - www.recsol.co.uk

By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide in response to this advertisement will be subject to the protection of GDPR, our policy for which can be found at our company website


Advertiser: Agency

Reference:

Posted on: 2020-05-23 17:10:32

I want to receive the latest job alerts for:

Finance and Administration jobs in Sevenoaks, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

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  Canterbury, Kent

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  Maidstone, Kent

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