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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Poole
Industry:
Salary: 28000
Reference: 1256400
Contact Email: contact@dynamiterecruitment.com
Job Published: October 31, 2022 16:32

Job Description

A Small, professional, and welcoming financial planning firm who are growing due to continued success are recruiting for an experienced Paraplanner or Paraplanner/Senior Administrator to join their team.

We are ideally looking for a candidate that has already been working within an IFA firm as Paraplanner and looking to make the next step into a roel where they can continue their growth, be appreciated for their work and offered responsibility and trust. The role offers excellent scope for progression and earning potential. As well as exam support for relevant qualifications.

Duties include:
Preparing and maintaining client files.
  • Identify and obtain the information necessary to compile financial planning options
  • Undertake research to identify suitable solutions to meet the client’s needs
  • Prepare information/comparisons for analysis
  • Prepare suitability letters
  • Complete application forms and proposals
  • Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly Review
  • Review investment portfolio, asset allocation, risk profile etc
  • Send planning figures to client for update and revision in preparation for next meeting
  • Prepare post review summary letters for issue to clients
The ideal candidate:
  • Will hold certificate in or working towards relevant financial planning qualification
  • A good understanding of the financial planning processes
  • Strong report writing ability and experience
  • Confident customer facing manner
  • Good all round financial services experience
  • IT literate
Salary is dependent on experience looking around £28,000 - £40,000 

For further details please contact Tegan Sillett at Dynamite Recruitment 02392455422

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