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