Paraplanner - Bourne Valley, United Kingdom - Dynamite Recruitment Solutions Ltd

Dynamite Recruitment Solutions Ltd
Dynamite Recruitment Solutions Ltd
Verified Company
Bourne Valley, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Salary upto 45k

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


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
  • 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
  • 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
For further details please contact Tegan Sillett at Dynamite Recruitment
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