Paraplanner

Recruiter
Dovetail Recruitment Ltd
Location
Dorset
Posted
23 Mar 2019
Closes
31 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Dovetail Recruitment are pleased to be working with an established and successful IFA in looking for an experienced Paraplanner who can also provide customer support. This role will be based in their Ferndown offices. This Ferndown IFA has other offices and has a great reputation within the financial sector.

We are looking for a Paraplanner who can be flexible and able to research in the preparation of suitability reports based on the advice given to the clients by the financial advisors.

Duties and Responsibilities:

* Prepare reports to a professional and timely standard

* Carry out technical pension transfers

* Provide information for annual reviews and identify areas not covered

* Communicate with selected clients third parties

* Undertake financial planning and product-based research

Knowledge and Experience:

* Experience as a Paraplanner or IFA

* Level 4 Diploma

* Possess the ability to use technical financial planning tools and back office systems

* Experience within Tax & Trust would be an advantage

Salary and Benefits:

* Salary of £30 - 40,000

* Pension

* Free parking

* 4 x Death in Service

* 20 Days Holiday rising on length of service.

This role would suit candidates who are currently working within a Paraplanner or Financial Advisor role.

If you are interested in this position please click 'Apply Now’;

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