Job Description
Experienced Paraplanner
Fareham
£30,000 - £40,000 a year DOE
This is a fantastic opportunity for an experienced Paraplanner to join an fantastic growing IFA with a fantastic reputation based near Fareham. For the right candidate this role has a lot of internal progression opportunities
The desired candidate will have
- Report on key measures on a regular basis
- Clear understanding of an adviser's role
- Prepare and compare financial analysis
- Develop and maintain all processes relevant to technical support
- Knowledge of complex pensions SSAS/SIPP/final salary, IHT, trusts, rules and regulations and technical knowledge of plans
- experience of managing a team
- excellent written communication skills
- the ability to manage deadlines and work efficiently
- either a Level Four or Chartered qualification
- Manage the planning workflow
- Prepare reports to a professional and timely standard
- Delegate and communicate clearly with technical and client support
- High level of technical knowledge
Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!!!!