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ALS Recruitment Limited
,
Havant, Hampshire
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Paraplanner ALS Recruitment are currently recruiting for a Paraplanner to join a growing business based in Havant. As the Paraplanner you’ll work closely with the IFA’s in providing the best financial planning solution to new and existing clients. You’ll prepare and maintain client files along with preparing suitability reports with the required recommendations. You will also act as a main point of contact and deal effectively with client queries. This is a fantastic opportunity for someone with previous Paraplanning or similar experience to join a growing business who can offer you a long-term career Experience: Experience in a previous Paraplanning or similar position previously. General knowledge across financial products. Excellent communication skills, both written and verbal. Any experience in using iO (Intelligent Office) would be an advantage but isn’t essential as full training will be provided.