Paraplanner/Trainee ParaplannerDynamite Recruitment are recruiting for a Paraplanner or Trainee Paraplanner to join a fantastic team within an Independent Financial Planning firm in Fareham. On the recruit of a positive and driven individual with experience in the industry to join the support team of the financial advisors. A part of a company that prides themselves on delivering quality financial plans that provide clients with peace of mind and help them achieve their financial goals.Duties include:
* Serve as the first point of contact for client enquiries.
* Produce review packs and client review letters.
* Create technical suitability reports with tax calculations.
* Develop cashflow modelling reports.
* Work closely with planners to support our clients.
* Ensure accurate applications for providers and maintain correct client records.
Desired Skills & Experience:
* Have experience in the financial services industry.
* Qualified or studying towards financial planning qualifications
* Be proficient in Microsoft Word and Excel.
* Be capable of writing technical reports in a client-friendly manner.
* Demonstrate attention to detail and accuracy.
£29,000 - £35,000Private Health InsuranceIndustry relevant exam supportOffice based Please contact Tegan Walsh at Dynamite Recruitment for more details...