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Vacancy Title: Paraplanner
Contract Type: Permanent
Location: Farnborough
Industry:
REF: 11236950
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: 13 days ago

Vacancy Description

I am recruiting for an experienced Paraplanner to join an experienced, talented, and driven team that offer genuine career progression, supported qualifications. Become part of an award winning and dynamic team that drive success and customer experience as a priority. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed.

Key Responsibilities:
  • Arrange Client Meetings and ensure appointment confirmed/meeting room booked.
  • Diary and workload management
  • Prepare necessary documents for adviser’s wealth management client meetings.
  • Write to existing providers to obtain information for analysis.
  • Analysis on ceding scheme information, complete fact finds online, obtain illustrations and comparisons
  • Complete suitability reports and compliance requirements
  • Proof-read before being presented to Adviser to ensure no errors or inconsistencies.
  • Fully analyse clients’ requirements, develop cash flow models and accurately record client data.
  • Research and analyse financial products
  • Construct financial planning solutions (protection, investment, retirement, tax and estate planning) supported by the production of computer models and reports.
  • Prepare suitability letters and reports
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
  • Deal with general client queries and attend client meetings with the Adviser as required.
  Paraplanner
Office based
Fareham
£30,000 - £35,000  
  
For further details and to apply please contact Tegan Sillett at Dynamite Recruitment !!!