Junior Paraplanner OR Paraplanner
We have a new exciting client that Dynamite Recruitment are working with in Southampton.
This is a client that is seeking a Junior or Senior Para planner. This will be to join as an additional team member to sit with other 2 Paraplanners. You will have the support of administrators and together you will be at the heart of the technical support for this new and outstanding company.
Main duties: Attend client meetings and/or receiving instructions during debriefing from financial planners following client meeting.
Interpreting data obtained by financial planners during client meetings.
Completing qualitative and quantitative analysis of client's existing products to determine whether they meet the client's current needs and objectives.
Preparing financial plans.
Researching suitable product recommendations to meet client's objectives.
Arranging for appropriate illustrations to be prepared in support of product recommendation.
Writing suitability reports following product recommendations.
Maintaining records to support any research undertaken and carrying out all tasks in a manner that is consistent with compliance procedures.
You will also work with the Directors on specific cases that may need attention from you to assist with the production on these specific and complex reports.
What do you need : 3 years working in a financial planning practice in a paraplanning role or similar.
Ideally Level 4 qualified but as a minimum must be qualified to Certificate level in Financial Planning (QCF Level 3). The candidate will be required to progress to Level 4 (exam and support provided).
Knowledge of Intelligent Office, Financial Express, Assureweb and Voyant would be an advantage.
PLEASE NOTE WE WILL LOOK AT ALL CANDIDATES THAT HAVE WORKED IN A FINANCIAL PLANNING ADMIN ROLE AND SOMEONE WHO IS PART WAY THROUGH DIPLOMA.
We will consider a Junior Paraplanner for this position.
We also need a team player as sometimes we need cover for other areas of the business on occasions, things like provide cover for all areas of the office, which will include Post, answering telephone and general office duties.
This is very well paid role and salary is negotiable but circa £40k however this is for a fully qualified para planner.
Please apply for the role 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.