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 guidelines

About 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 1377977. 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 www.sammons.co.uk 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.