Part/Diploma Qualified Paraplanner – Bournemouth

RecruitukLtd Salary: Up to £45K

My client is looking for Part/Diploma qualified Paraplanner to join their medium sized financial planning firm. Your role will consist of will completing suitability reports and conduct research.

In this role, you will be given the responsibility to manage a portfolio of clients and undertake research both independently and with the Planner to identify suitable solutions to meet the clients’ needs. This is a great opportunity to further develop your skills and become a technical expert.

The company will invest in your personal and professional development in terms of exam support and conduct regular pay reviews as you progress within the business.

Responsibilities will include;

·         Client Management

·         Preparation of Recommendations

·         Implementing Recommendations

·         Ongoing Review & Relationship Management

The great thing about this role is that part qualified candidates will be considered and will receive full support to achieve Chartered status. Candidates who have experience within an IFA/Wealth Management practise would be ideal.

If you are interested in this role please apply for the role or contact Keely Parsons at Recruit UK on 01179-170414, and quote reference 11591


Key words

Paraplanner, paraplanning, Dorset, Poole, Bournemouth, DipFA , CII, DipFP, Level 4, Financial Planning, Financial Planner, Client Liaison, Client Relationship Manager, Report Writer, Research and Report, Financial Researched, Pension, Tax, Investment, Holistic, IFA admin, IFA administrator, financial planning administrator

Upload your CV/resume or any other relevant file. Max. file size: 16 MB.