PARAPLANNER

Posted 10 October by Dynamite Recruitment Solutions Ltd
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********** PARAPLANNER ********

Working for a large expanding IFA and alongside top performing IFAs taking full responsibility for the client files from data gathering, analysis, production and implementation of the financial plan for clients.

Duties;
Responsibility for portfolio of clients and managing the ongoing relationships and all enquiries.
Identify the client needs and requirements from the adviser
Identify areas for planning
Research both independently and with the IFA to identify suitable solutions
Produce clear, technically accurate and compliant reports
Process recommendations
Make changes that are instructed by client and IFA.

For this role you will need to have been working as a Junior Paraplanner as a minimum or as a Paraplanner.
You must be part or fully DipPFS Level 4

Please contact the Dynamite Paraplanning division or the Financial Services team and ask for Kate Evans

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

Required skills

  • Financial Planning Admin. Pensions
  • Investments Paraplanning.

Reference: 36319714

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