Paraplanner

Dynamite Recruitment Solutions Ltd

Posted 10 hours ago, valid for 10 days

Bournemouth, Dorset BH89BJ, England

£28,000 - £33,600 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Dynamite Recruitment is seeking a Senior Paraplanner for an Independent Financial Planning firm in Dorset.
The role involves providing technical support to Financial Advisors and includes preparing recommendation reports, managing investment accounts, and attending client meetings.
Candidates should have at least 2 years of experience in a similar role and possess excellent communication skills and attention to detail.
The position offers hybrid working, flexible hours, private medical insurance, and annual salary reviews.
Salary details are not specified, but the role includes exam support for professional development.

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 workingFlexible working HoursPrivate Medical InsuranceYearly salary reviewsExam supportFor more details please contact Tegan Walsh at Dynamite Recruitment

Apply now in a few quick clicks

Paraplanner

Paraplanner

Case Manager - Secured loans (fully remote)

Financial Administrator