Paraplanner

Dynamite Recruitment Solutions Ltd

Posted 6 days ago, valid for 16 days

Bournemouth, Dorset BH89BJ, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is seeking an experienced Paraplanner for an Independent Financial Planning firm in Dorset.
The role involves providing technical support to Financial Advisors and requires 2 years of experience in a similar position.
Key responsibilities include preparing recommendation reports, attending client meetings, and processing new business.
The position offers a hybrid working environment, flexible hours, private medical insurance, and annual salary reviews.
The annual salary for this role is competitive, and exam support is also provided.

Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced 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 workingFlexible working HoursPrivate Medical InsuranceYearly salary reviewsExam supportFor more details please contact Tegan Walsh at Dynamite Recruitment

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