Currently we are working with a client that has multiple offices and supporting the client in all aspects of recruitment.
Currently we are working with this exceptional company with a large recruitment drive for Qualified or Part Qualified Senior Para planners & Junior Paraplanners
This role is a traditional Paraplanner Analyst role that requires individuals to work the cradle to grave process:
Identify and collect any outstanding relevant information required to make recommendations.
Discuss and establish client objectives based on information available on file and through discussions with the adviser.
Identify and obtain the information necessary to compile a financial cash flow forecast.
Be able to draft net worth statements, income and expenditure statements and financial cash flow forecasts for presentation to the client.
Identify areas for planning and put forward suggestions to meet client's objectives.
Undertake independent research to identify suitable solutions to meet the client's needs.
Prepare information/comparisons for analysis and further discussion with the adviser and for presentation to the client.
Where required, prepare discussion documents/initial analysis reports.
Submit suitability report requests to central report writing team and check draft reports to ensure these are written in accordance with the agreed recommendations, are technically correct and meet the agreed compliance and quality requirements.
This is just a small part of the role and we are happy to discuss the full details with anyone who is interested in this opportunity
For this role you will need to be at least be able to demonstrate you have worked in this area previously for either an IFA Practice or a Network / Provider.
You will have a good all-round working knowledge of Pensions / Investments and IHT.
You will be fully Diploma Level 4 Qualified or Part Qualified.
Please call 02392 455422 for more details we would love to share the information with you
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.