"Celebrating 15 successful years in Recruitment"

Paraplanner Job No: BS/NH-PP
Salary: £40,000.00 Location: Tunbridge Wells Contract Type: Permanent
Posted: 03/01/2020


West Kent


Our busy client is looking for a skilled Paraplanner, with 4+ year's minimum experience to start work in an expanding team, under great leadership and for a large, growing company.

Duties include;

  • Providing technical and administrative support to advisors in the production of recommendations
  • Supporting advisors in the production of reviews, meeting preparations and follow up work
  • Managing general Paraplanner workflows
  • Maintaining and developing good knowledge of funds, products, issues and other technical aspects
  • Manage and support special projects when requested; assisting of training other members of staff to help
  • Maintain strong relationships with providers to ensure the information given is accurate and to a high level of service
  • Keeping all clients information confidential at all times
  • To maintain an awareness of new products and market developments keeping colleagues updated when appropriate

The ideal candidate will be/have;

  • The minimum of 4 years experience as a Paraplanner
  • The ability to build long lasting relationships
  • Have an understanding of regulatory framework
  • Strong communication Skills
  • Confident in using Microsoft Office Applications

If you are an experienced Paraplanner who is seeking a new challenge and feel you meet the above criteria then please apply now!

This Paraplanning role is being handled by Nicole Hill, Business Support Consultant at Pearson Whiffin Recruitment.

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