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PARAPLANNER

PARAPLANNER

Job Title: PARAPLANNER
Contract Type: Permanent
Location: Bournemouth, Dorset
Industry:
Salary: Up to £40000.00 per annum
Start Date: asap
Reference: BBBH4865_1539156157
Contact Name: Dynamite Recruitment
Contact Email: contact@dynamiterecruitment.com
Job Published: October 10, 2018 08:22

Job Description


********** PARAPLANNER ********

Working for a large expanding IFA and alongside top performing IFAs taking full responsibility for the client files from data gathering, analysis, production and implementation of the financial plan for clients.

Duties;
Responsibility for portfolio of clients and managing the ongoing relationships and all enquiries.
Identify the client needs and requirements from the adviser
Identify areas for planning
Research both independently and with the IFA to identify suitable solutions
Produce clear, technically accurate and compliant reports
Process recommendations
Make changes that are instructed by client and IFA.

For this role you will need to have been working as a Junior Paraplanner as a minimum or as a Paraplanner.
You must be part or fully DipPFS Level 4

Please contact the Dynamite Paraplanning division or the Financial Services team and ask for Kate Evans

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.