A super opportunity has presented itself with a brilliant IFA firm in Southampton This role has come about from an expansion plan that is seeing the team grow in the Paraplanner area.
Initially we are looking to recruit a financial planning professional that will have the main focus of working on the Paraplanning side with the later view to move into Advising, once achieving Chartered status.
With the growth in the business my client has identified they are looking for a candidate who would like to work within a company that can give them a longer term career progression.
The main duties for this role are :
Produce appropriate written correspondence to clients and intermediaries.
Liaise with product providers to gain specific information eg. for valuations and illustrations.
Conduct investment and pension valuations, as and when required. - Accurately maintain all client information (data) systems in place,
as and when required.
Liaise with clients as required.
Prepare support literature and other documentation associated with recommendation reports.
Work closely with the Directors to learn the advising processes.
For this opportunity you will need to have the Diploma Level 4 or can prove you are 1-2 exams off completion. You will will need to have the passion and the drive to work for a top IFA firm and to have the aptitude to complete the Chartered exams. Evidence of working as a para planner for at least 1- 2 years and have worked with whole of market products.
To apply for this role apply on the Dynamite Recruitment website or call 02392 455422 and ask for Chloe
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.