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Vacancy Title: Trainee Paraplanner
Contract Type: Permanent
Location: Poole
Industry:
Salary: 28000
REF: 1256400
Contact Email: contact@dynamiterecruitment.com
Vacancy Published: 17 days ago

Vacancy Description

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

We are ideally looking for a candidate that has already been working within an IFA firm and looking to make the next step into paraplanning. 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 - ideally gained with an IFA
  • IT literate
Salary is dependent on experience looking around £24,000 - £27,000

For further details please contact Tegan Sillett at Dynamite Recruitment 02392455422