Contract Type: Permanent
Location: Bournemouth, Dorset
Salary: £40000.00 - £50000.00 per annum + Pension + Benefits
Start Date: 02/01/2019
Reference: BBBH5247_1543848060
Contact Name: Financial Services
Contact Email:
Job Published: December 03, 2018 14:41

Job Description

Senior Paraplanner - UHNW Clients

We are recruiting a Senior Paraplanner to be based in a Bournemouth IFA office. You will be able to demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
The role will report to the Senior IFAs and the key areas of responsibility are as follows:

  • Analyse client information and existing investments/policies
  • Tax calculations
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • Write complex suitability reports
  • Cash flow modelling
  • Review and document procedures and workflows
  • Liaise with clients, and attend client meetings where required
  • Point of contact for technical queries
  • Training colleagues

The individual
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role would suit an able career paraplanner who does not wish to be an adviser but does want to be a key individual within a thriving business. They will:

  • Demonstrate a strong technical knowledge and understanding of all financial products. Experience of DB transfers preferable
  • Be level 4 diploma qualified as a minimum
  • Have a minimum of 3 years' experience within a paraplanning role or ex- adviser
  • Have a good attention to detail
  • Be an effective communicator, both verbally and in writing

To apply please go to the Dynamite Recruitment website or call 02392 455422

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