Paraplanner

4 weeks ago

Bourne Valley, United Kingdom Dynamite Recruitment Solutions Ltd Full time

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.
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
- IT literate
Salary is dependent on experience looking around £28,000 - £40,000
For further details please contact Tegan Sillett at Dynamite Recruitment

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