Assistant Marketing Manager
Posted on :
13-01-2024
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
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Job Description
Req ID : 2229902
Duties of a Paraplanner:
Supporting IFAs with technical support duties
Undertake research both independently and with the Financial Adviser to identify suitable products and solutions to meet the clients needs.
Prepare suitability letters in accordance with the agreed recommendations for investment, pension, protection and inheritance tax cases
Process new business applications
Submit fund switches for clients
Ensure all incoming client communications are handled promptly.
Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
Skills:
In order to be considered for this unique opportunity, candidates need to have
Hands on experience as a Paraplanner
Level 4 Diploma qualified or RO qualifications or working towards them
Previous experience within a fast-paced IFA Practice
High level of analytical capability and good communication skills
Our client offers great support and progression opportunities, including study and training packages to enable you to develop and reach your full potential. The client offers a range of advice in areas of investments, tax planning and pensions.
Would consider newly qualified, part time or financial advisers wanting to step into a Paraplanner role.
Please apply now for immediate consideration or contact Tess or Suzanne at Square Peg Associates to discuss the role further.
Paraplanning
Employment Type
Full Time
Company Industry
Department / Functional Area
Marketing / Brand Management / Marketing Research / Digital Marketing
Key Skills
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