PARAPLANNER OR TRAINEE IFA
We are very excited to be working with our client that has a super opportunity for a Paraplanner who wants to move into the IFA side or a newly qualified Diploma RDR Level 4 candidate who wants a employed Trainee IFA role.
These roles are rare and we are pleased to be supporting such a strong Financial company in the industry that will be able to support you to achieve your career goals.
The duties are:
Maintain client file review system
Assess client's financial circumstances
Charging existing investment holdings and policy information
Propose and draft financial solution's meet client goal, needs and objectives
Assist and work closely with an adviser who you will also be attending meetings with in accordance to your training towards the IFA role.
For this role we need someone who is Diploma RDR Level 4 qualified and has been working in the Financial Industry as a Paraplanner or a Trainee Advisor as you could go straight into the Trainee IFA role.!!!
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.