Paraplanner

Posted 22 October by Dynamite Recruitment Solutions Ltd
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Paraplanner

Opportunity for further learning and sponsorship!

£40,000 DOE

Dynamite Recruitment is currently recruiting for an Independent IFA in Dorset. Offering a competitive salary and excellent training programme.


The Role:

  • Preparing recommendations, to Identify areas for planning
  • Prepare information/comparisons for analysis
  • Make changes to clients' investments as instructed
  • Ensure all compliance paperwork is in order


The Ideal Candidate:

  • Hold certificate in or working towards relevant financial planning qualification
  • A good understanding of the financial planning processes
  • Able to work within defined business processes
  • Strong report writing ability and experience
  • Ability to achieve agreed outcomes without supervision
  • Confident customer facing manner
  • Ability to carry out needs analysis and make recommendations to Adviser
  • Good all round financial services experience - ideally gained with an IFA
  • Flexibility and tenacity
  • Understanding of general compliance and FCA requirements


20 days holiday (increasing to 25) plus bank holidays per annum


This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential!


Please contact the Financial Services Team at Dynamite Recruitment for more details or apply now!!!!

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

Reference: 36413208

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