Technical Support Advisor
4 days ago
We are a leading recruitment agency, Blakemore Recruitment, and we are currently recruiting for a Paraplanner to join our Financial Planning Team in Hove.
The successful candidate will have a strong technical background and excellent communication skills, with at least 2 years of experience in Paraplanning.
The Paraplanner role is a technical function that supports and informs the work of Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax, and investment management.
With a competitive starting salary between £35,000 - £45,000 per annum, depending on experience, plus other company benefits, we offer a dynamic and forward-thinking work environment.
Job Description
- Process client information and research solutions that meet each client's financial needs
- Assist the Financial Adviser/Planner in establishing new client relationships
- Assess clients' financial circumstances
- Prepare financial statements to support the development of clients' financial strategies
- Research and analyse products and services that are appropriate to each client's financial circumstances
Requirements
- At least 2 years Paraplanning experience
- Good knowledge of pensions, investments, and protection products
- Strong report writing skills
- Hard-working and have great attention to detail
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