Poslané v: Financie v Portsmouth | Posted: |
We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up!
You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality.
Duties include:
Working alongside the paraplanning manager to:
Fully analyse clients’ requirements, develop cashflow models and accurately record client data.
Research and analyse financial products.
Prepare suitability letters and reports.
Work cases through from submission to completion of suitability letters and fully updated fact finds – Pension Transfers, both money purchase and Defined Benefit, Income Drawdown, Investment Replacements, and new business Ideal candidate experience:
Previous experience within financial planning / Wealth management
A confident communicator, verbal and written
High attention to detail
Exams supported
Hybrid working available once up and running
Free parking
£25,000 - £28,000
For more details, apply now or contact Tegan at Dynamite Recruitment