Paraplanner

Paraplanner in Christchurch - Our Financial Management client in Lymington is seeking a Paraplanner. Responsibilities include preparing client packs for client meetings, obtaining quotations from product providers, providing full research and analysis of products, report writing including suitability letters, ensuring business done and client files are compliant, dealing with the daily post, dealing with and making telephone calls to clients and providers, ensuring Sales Consultant's diary is kept up-to-date, monitoring new business and pipeline business for the Sales Consultant, updating 1st Software with client and product information, using 1st Software diary system to log all ongoing business and chase outstanding requirements, writing and sending letters to clients and providers, processing new business applications and chasing for outstanding requirements, and issuing policy documentation to clients. You must have a very substantial amount of experience in the Financial Services industry, good standard of English and Maths, good telephone skills, excellent organisational skills, ability to use own initiative and computer literacy. Preferred criteria include previous IFA office experience; FPC 1, 2 and 3 and working towards AFPC; and knowledge of 1st Software, Exchange, Synaptics and Trigold. Due to the high number of applications we are receiving at present, we are unable to respond to every application individually. If you do not hear from us within 3 days please assume that your application has not been successful. We may contact you in the future about other suitable positions. EQUAL OPPORTUNITIES Fresh Recruits is committed to a policy of equal opportunities for all work seekers and shall adhere to such a policy at all times and will review on an on-going basis on all aspects of recruitment to avoid unlawful or undesirable discrimination. We will treat everyone equally irrespective of sex, sexual orientation, gender reassignment, marital or civil partnership status, pregnancy or maternity, age, disability, race, colour, ethnic or national origin, religion and beliefs, political beliefs or membership or non-membership of a Trade Union and we place an obligation upon all staff to respect and act in accordance with the policy. Fresh Recruits will ensure that each candidate is assessed only in accordance with the candidate’s merits, qualification and ability to perform the relevant duties required by the particular vacancy.

Location: Christchurch
Salary: £22000 - £30000 per annum

» Submit your CV