Posted by Dynamite Recruitment Solutions Ltd • £29K/yr to £35K/yr
Dynamite Recruitment are recruiting for a Paraplanner or Trainee Paraplanner to join a fantastic team within an Independent Financial Planning firm in Fareham.
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.
On the recruit of a positive and driven individual with experience in the industry to join the support team of the financial advisors.
Paraplanner Opportunity Multi-Office IFA Firm Up to £45,000 Flexible Work-from-Home Option
A leading and expanding IFA firm is seeking an experienced Paraplanner to join their Whitely office.
This role offers the flexibility to work from home three days a week, providing a fantastic opportunity for those looking to balance a fulfilling career with flexible working arrangements.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
Financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
Responsible for organising and coordinating all international project travel and logistics arrangements for contractors and field staff within our clients organisation.
Ensuring that all travel arrangements are made efficiently, cost-effectively and in accordance with company policies and procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to, the following: