Paraplanner

Recruiter
Anonymous
Location
Lewes
Salary
Competitive
Posted
04 Aug 2017
Expires
01 Sep 2017
Sector
Accounting
Contract Type
Permanent
Paraplanner Nr Lewes

Salary: GBPNeg (doe) Ref:

The role of the Paraplanner is to support the Chief Executive and Financial Planners when informing and advising Clients on financial strategies, plans and products, IT operations and organise the technical task and workflow for the business. You would need to have a requisite technical knowledge and qualification, min Level 4 Qualified. You would also have detailed knowledge and understanding of the firm's compliance procedures including record keeping requirements. Good written and oral communication skills, methodical and organisational skills. In addition you would have knowledge of the FCA's and the firm's record keeping requirements, knowledge of the following software packages: Intelligent Office, Dynamic Planner, FE Analytics, Defaqto, Avelo Exchange, Deposit Sense, Word, Excel and knowledge of various Wraps and Platforms.

Own transport is essential due to location.

We endeavour to reply to all applications. However if you have not heard from us within 7 days you have been unsuccessful with this particular role. You are very welcome to apply to future advertisements placed by The Sammons Group.

The Sammons Group is an Employment Business and Employment Agency as defined by the EAA Regulations 2003, and we abide by the Code of Practice of our industry body (the Recruitment & Employment Confederation - REC).

We are committed to supporting and promoting diversity in the workplace, and welcome applications from candidates regardless of age, belief, disability, ethnic origin/nationality, gender/gender reassignment, marital/civil partnership status, pregnancy/maternity, or sexual orientation - we recruit on the basis of talent. If you require reasonable adjustments in the recruitment process, please let us know.

We regret that as a recruitment consultancy we are unable to seek visas for applicants not holding current entitlement to work in the UK

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