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Paraplanner

Employer
PSG Financial Solutions Ltd
Location
Rottingdean, Brighton
Salary
Negotiable, dependent on expereince
Closing date
3 Nov 2019

View more

Sector
Finance, Financial Services
Contract Type
Permanent
Hours
Part Time

Following our continued growth, we  have a vacancy for a part-time paraplanner to help support our team in all aspects of pre and post advice to provide our clients with a first class service.

The successful candidate will be responsible for:

  • Supporting our Financial Advisor
  • Preparing and maintaining the client file
  • Preparing recommendations and completing client reports
  • Management of client reviews
  • Pro-actively liasing with clients, the team and providers

Ideally, the candidate will have the following skills/attributes:

  • Level 4 Diploma qualifies or working towards acheiving
  • Strong technical knowledge of all investment, life and pension products and legislation
  • Experience of provider platforms and online systems

We are always supportive of future progression and continued development by acquiring industry qualifications

Working hours are flexible, subject to agreement with an expectation that this will be a 2-3 day per week role

Our small, friendly team are hardworking but have fun along the way and are passionate about providing best in class service and advice to new and existing clients alike

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