Paraplanner

Posted 6 June by Dovetail Recruitment Ltd Easy Apply

Paraplanner

- Local professional business

- Excellent opportunity

- Study support

A very exciting opportunity has become available to us at Dovetail Recruitment, for a Paraplanner to join the growing team of an award winning financial company. The chartered practice is now looking to employ a Paraplanner specifically with experience within Final Salary Transfers to work within a team of 5, with 2 Financial Planners.

This Ringwood based company, are a small business in the financial sector with really great potential. They’ve been growing successfully and have established themselves as a company to be reckoned with. They are prepared to look after their staff by providing support to all learning and development needs and provide flexible working hours, as they believe a work life balance is important.

You will:

o Prepare reports to a professional and timely standard

o Carry out technical pension transfers

o Communicate with selected clients third parties

o Work confidently within a professional environment

Key requirements of the Paraplanner:

- Experience within Final Salary Transfers

- Possess a strong background in Paraplanning

- Level 4 Diploma

£40,000 - £45,000 Basic + Benefits, Ringwood, Flexible Working Hours, 20 Days Holiday & Study Support

Full Job Spec

Key Duties and Responsibilities:

• Prepare reports to a professional and timely standard

• Carry out technical pension transfers

• Provide information for annual reviews and identify areas not covered

• Communicate with selected clients third parties

• Develop and maintain all processes relevant to technical support

• Undertake financial planning and product-based research

• Use technical financial planning tools and back office systems to ensure 5* report writing

Paraplanner Knowledge and Experience:

  • Strong Paraplanning background (at least 1 year)
  • Level 4 Diploma
  • Possess the ability to use technical financial planning tools and back office systems to ensure 5* report writing
  • Experience within Final Salary transfers

This role would suit candidates who are currently working within a Paraplanner role.

If you are interested in this position, please click 'Apply Now’ below or 'Similar Roles’ to see our other job vacancies.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing

Reference: 35321754

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