Junior Paraplanner - Portsmouth, Hampshire, United Kingdom - Dynamite Recruitment

Description

Dynamite Recruitment are recruiting on behalf of an Independent financial planning firm in Whiteley recruiting for a Junior Paraplanner to join their welcoming and knowledgeable team.

This role is to work closely with the Senior Paraplanner and the Administration team.

Duties include:

Issuing letter of authorities (LOAs) to providers
Chasing financial institutions to provide requested information
Writing client annual review letters, fund switch letters & other compliance letters
Preparing client files for meetings
Responding to client enquiries, liaising with third parties
Liaising with Administrators and Paraplanners
Drafting and proof-reading documents, including client correspondence, illustrations etc
ISA Top ups
Capital Gains tax calculations Experience required:

2 years experience within an IFA
Experience with ISA Top ups, Fund Switches, Capital Gains tax calculations In return you will receive:
Relevant exam support
Salary between £27,000 - £36,000 DOE
Benefits package