Bryn McMillan Consulting Vacancy Ref:
£35,000 – £45,000 basic plus, Pension, & DIS
An experienced paraplanner in Hailsham is required to join a well-respected independently owned Independent Financial Adviser firm, working alongside a team of chartered financial planners.
Working as a level 4 diploma qualified paraplanner in the Hailsham area, you will work alongside a very successful independent financial adviser, offering full administrative support including writing suitability reports and reason why letters.
As well as writing detailed and compliant reports, you will also be responsible for product research including lump sum investments, pensions including pension transfers, pension consolidation and mortgage business.
Not only as a paraplanner based in the Hailsham area, dealing with pension and investment business, you will also handle mortgage new business.
As a level 4 diploma qualified paraplanner living in the Hailsham area, you will be required to obtain the product key features documents. Liaising with pension, investment, and mortgage providers, to keep updated with any changes in policies.
You will be required to process all new applications for pension, investment and mortgage business.
Another key part of the paraplanner role is to support the IFA in client meetings, including scheduling, valuations, key features documents and other documentation.
You will also act as the first point of contact to clients, clear up any queries as well as keeping them updated with the pension and investment business.
As this is a very technically focused role; applications will only be accepted from individuals who have gained paraplanning or report writing experience in a financial planning or wealth management firm.
The level 4 diploma is essential and ideally as an experienced paraplanner in the Hailsham area, you should be working towards Chartered status.
Attention to detail including proofreading for grammar, spelling, and punctuation, along with excellent organisational and multi-tasking abilities are a necessity to work in this fast-paced environment.
Fantastic opportunity for an experienced paraplanner who is looking to work with an independently owned IFA/Wealth Management firm in the Hailsham area, where there is an excellent basic salary, and an excellent team environment is on offer.
Bryn McMillan Consulting
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