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Paraplanner

Job LocationEast Hanningfield
EducationNot Mentioned
Salary£25,000 - £30,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Redex Recruitment are currently representing a leading financial services business based on the outskirts of Chelmsford who work closely with IFA’s providing a network of support services. Due to continued growth across the business, they are now seeking an additional Paraplanner to join their team.Our client is open to reviewing both full-time and part-time candidates depending upon experience and offers remote working. Salary ranges between £25,000 - £30,000.Duties will include:

  • Strategic Financial Planning
  • Cash flow forecasting
  • Creative input to financial planning and drafting suitability reports and other advice related documentation
  • Investment fund analysis and investment switching
  • Dealing with client valuations and reviews
  • Processing letters of authority and collation of data for analysis
  • Annual Review letters
  • New business preparation (illustrations, application preparation)
  • Telephone work dealing with insurance companies, IFAs, and their clients
  • General ad-hoc tasks as required
  • The ideal candidate will hold relevant work experience and be level 4 diploma qualified.This position is immediately available, although our client is happy to wait for the right individual. Should you have any further questions please contact Sonny Wright at Redex Recruitment or apply via the link with an updated CV to review. Required skills
  • Financial Planning
  • Financial Services
  • Investment
  • Keyskills :
    Financial Planning Financial Services Investment

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