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. 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 - £35,000
Private Health Insurance
Industry relevant exam support
Office based
Please contact Tegan Walsh at Dynamite Recruitment for more details