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Vacancy Title: Paraplanner
Contract Type: Permanent
Location: Fareham
Industry:
REF: 631906
Vacancy Published: 12 days ago

Vacancy 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!!!!

 

 

 

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