Paraplanner - Diploma in Regulated Financial Planning

Are you a Paraplanner looking for your next challenge or maybe you have just gained your Diploma in Regulated Financial Planning and want to step up into a Paraplanner role?

This role will be supporting 3 Financial Advisors and will involve preparingvaluations, quotations, systems updating and providing all aspects of administrative support to provide the smooth running of services given to clients and advisers.

You will havesolid experience of dealing with clients both face to face and on the telephone so will need excellent communication skills. You will be confident in dealing with complex cases and be comfortable in creating accurate and professional reports so attention to details is paramount.

This is a hybrid role with 3 days working in the office in offices in Tunbridge Wells and 2 work from home. To apply please send your CV to Roger at Jump Recruitment