Paraplanner

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