We are recruiting for a lovely Trainee Paraplanner / IFA administrator who is looking for a new challenge with a company that growing and expanding year on year and a super rate.
Some of the duties are:
Undertake valuations and valuation summaries.
- Package adviser reports.
- Complete investment strategy documents and prepare as appropriate adviser's suitability letters, LPA work, Wills and Probate work, SIPP reviews and shadow report writing,
Preparation for meetings, assisting the adviser in anticipating a client's needs and requirements.
- Client's liaison, providing information where required and meeting general levels of service that we adhere to.
- Comparisons and analysis of providers and products.
- Prepare recommendations that account for client's circumstances, needs and objectives including tax planning.
For this role you will have a background working in ideally a IFA practice or for a larger network supporting IFAs ! !
We are open on the level of experience and will consider all levels of salary ...
Please apply on the Dynamite Recruitment Website or call Chloe on 02392 455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.