Paraplanner Job in Ferndown, Dorset
Dovetail Recruitment are pleased to be working with an established and successful IFA in looking for an experienced Paraplanner who can provide customer support. This role will be based in their Ferndown offices in Dorset.
We are looking for an experienced Paraplanner who can be flexible and is able to research and prepare 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:
- Paraplanning background
- 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:
- Annual salary between £35,000 – £40,000 per year depending on experience
- 20 days holiday rising on length of service
- Contributory pension scheme
- Flexible working
- Death in service
- Free parking
This fantastic opportunity would suit candidates who are currently working within a Paraplanner or Financial Advisor role.
We’d love to hear from you if you’re ready for your next challenge and have the key skills above for this great opportunity.
If you are interested in this Paraplanner role, but don’t quite have the experience we are requiring, we are also recruiting for a Trainee Paraplanner or IFA Administrator in Wimborne. Click here.
If you are interested in this Paraplanner job in Ferndown, please click ‘Apply Now’;
alternatively, please click ‘Similar Roles’ or current vacancies
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At Dovetail Recruitment we have been recruiting locally for accounts and finance vacancies for many years. We have a deep understanding of the local market and we're committed to finding the right roles for all of our candidates.
If you are looking for a new accounts or financial job in Dorset or Hampshire, please get in touch. We are a boutique recruitment agency with a personal touch. We'll get to know you and will match you up with the right company and role. Laura looks after our Accounts & Finance Recruitment from entry level right up to Finance Director & Finance Controller level. Example roles include: Finance Directors, Financial Controllers, Accounts Managers, Management Accountants, Credit Controllers, Accounts Assistants, Accounts Administrators, Bookkeepers.
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