Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of a Senior Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. Offering Hybrid working, Flexible working hours, Annual salary reviews, exam support and much more!
Duties include:
- Preparing recommendation reports and client sign up packs
- Trusts, DB pension transfers, ISAs, General Investment
- Accounts, Onshore/Offshore Investment Bonds
- Attending client and product provider meetings
- Processing new business and updating and maintaining the back-office system
- Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner.
- Interpreting information and statistical data
Experience and skills desired:
- Excellent communication skills
- Excellent eye for detail
- 2 years experience in a similar role
- Strong written work
- Maintain high personal and professional standards.
Hybrid working
Flexible working Hours
Private Medical Insurance
Yearly salary reviews
Exam support
For more details please contact Tegan Walsh at Dynamite Recruitment