|Location: WINCHESTER, HAMPSHIRE||Salary: 25000 - 35000 GBP Per Annum|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 5 months ago||Reference: 3096538|
Lovely offices, parking onsite, progression opportunities, full support towards Level 4 Diploma in Financial Planning and very flexible salary for experienced highly accurate Paraplanner with excellent report writing skills.
· Responsible for sending Letters of Authorities to Providers and obtaining plan information.
· Responsible for the production of pre-sales reports.
· Complete research into investment/ pension products.
· Involved in the sales process including the recommendation.
· Support with Pre-sales Compliance.
· Being proactive and flexible in their approach to work during high volume activity or project based tasks and supports other team members as required.
· To maintain and review existing client portfolios.
· Involved in the implementation of trusts.
· Complete research, analysing and assessing funds.
· Complete technical investment administration.
· Good oral and written communication skills, with the ability to create suitability letters and formal reports to a high standard.
· Level 4 Diploma in Financial Planning or working towards
· Excellent knowledge of Pensions and Investments
· Able to work on your own initiative and also within a team.
· Committed approach to work.
· Strong whole of market knowledge
For more information please apply online today or send your CV to firstname.lastname@example.org
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