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Vacancy Details

Paraplanner

Job reference : PPWO1001

Location : Worthing

Benefits/Package : up to 45k base
Job Type : Permanent, Full-Time

Date Posted : 2017-08-07
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Due to the continued ongoing success and organic growth, a new position has been created for a Dip Level 4 Paraplanner to join the team.

You will provide technical support to the team in terms of Suitability Letter writing for transfer, replacement and new business, and technical meeting preparation.

This role would be particularly suited to someone seeking a long-term career as a Paraplanner.

The paraplanner role will compile a mix of technical and administrative duties, including (but not exclusively) the following:

  • Technical Meeting preparation of client files / agenda’s
  • Detailed attention to existing client files and needs
  • Actioning all technical actions arising from client meetings
  • Dealing with all incoming client technical queries via telephone and email, proactively supporting the Partners.
  • Preparation of Suitability Letters
  • Preparing a compliant CFR

In return you will be rewarded with a competitive basic salary, further industry qualification support and a friendly office environment.

This is an amazing opportunity to work within an outstanding company.

Contact us today for more info !

(non level 4 candidates will be considered depending on experience, salary will reflect this.)

Due to the continued ongoing success and organic growth, a new position has been created for a Dip Level 4 Paraplanner to join the team.

You will provide technical support to the team in terms of Suitability Letter writing for transfer, replacement and new business, and technical meeting preparation.

This role would be particularly suited to someone seeking a long-term career as a Paraplanner.

The paraplanner role will compile a mix of technical and administrative duties, including (but not exclusively) the following:

  • Technical Meeting preparation of client files / agenda’s
  • Detailed attention to existing client files and needs
  • Actioning all technical actions arising from client meetings
  • Dealing with all incoming client technical queries via telephone and email, proactively supporting the Partners.
  • Preparation of Suitability Letters
  • Preparing a compliant CFR

In return you will be rewarded with a competitive basic salary, further industry qualification support and a friendly office environment.

This is an amazing opportunity to work within an outstanding company.

Contact us today for more info !

(non level 4 candidates will be considered depending on experience, salary will reflect this.)

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