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Paraplanner

Recruiter SOS recruitment

Location Lymington, Hampshire

Salary £14,000 - £30,000 per annum

Sector Financial Services - Paraplanning

Job Type Permanent

Date 18 Nov

Applications 5

Job ref no 18432000

Do you have a solid background working as a Paraplanner?
Are you looking for a new and exciting career?
Do you have excellent administration skills?

If so, please read on …

Our client is looking for a Paraplanner to join their busy and vibrant company based in Lymington

Within this varied and diverse position you will be preparing client packs for consultants, obtaining quotations, providing full research and analysis of products, report writing, including suitability letters and ensuring all business files completed by the consultant and client are compliant. You will also be responsible for handling inbound client and provider calls, diary management, monitoring new business and pipeline business for consultants and issuing policy documentation to clients.

The ideal candidate will have a solid background within financial services industry and ideally be FPC 1, 2 and 3 qualified. Good telephone manner and organization skills are essential to the role, with good knowledge of 1st Software, Exchange, Synaptics, and Trigold would be advantageous

This is an amazing company and an opportunity not to be missed!!

Hours: Monday to Friday 9am - 5pm

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Do you have a solid background working as a Paraplanner?

Are you looking for a new and exciting career?

Do you have excellent administration skills?

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