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Date Added: Tue 26/07/2022


Hailsham, UK
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Job Type: Permanent, FullTime

Salary: £30000 - £35000/annum doe

About the role

Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner
Draft financial planning reports to meet and/or exceed agreed activity targets
Client reviews to update client records, analyse progress and present information in accordance with Annual Review Procedures
Produce mortgage, pension, investment, protection and savings quotes
Compliance to help ensure that all dealings with clients are in accordance with internal and regulatory guidelinesAbout you

Level 4 Diploma qualified is desired with an aspiration to move on to Chartered status
Previous experience in Paraplanning required with mortgage administration research
To have a mindset that is adaptable to changing demands and priorities
To have a great knowledge on literacy and numeracy skills, both written and verbal
Have a can do attitude and a commitment to develop your own knowledge and skills

Please quote reference (phone number removed). If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace, and consider all applications. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies
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