Trainee Paraplanner

Dynamite Recruitment Solutions Ltd

Posted 17 hours ago, valid for 22 days

Fareham, Hampshire PO17 5BL, England

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is seeking a Trainee Paraplanner for an established Independent Financial Planning Firm in Fareham.
This role is ideal for an IFA Administrator looking to advance their career, especially if they are qualified or part-qualified to Diploma level.
Key responsibilities include serving as the first point of contact for clients, producing review packs, and creating technical suitability reports.
Candidates should have at least 2 years of experience in a financial planning firm and be proficient in Microsoft Office.
The salary for this position is competitive and will be discussed during the interview process.

Dynamite Recruitment are proud to be working with an established, Independent Financial Planning Firm based in Fareham in the recruit of a Trainee Paraplanner to join the team! This is a wonderful opportunity for an established IFA Administrator to make the next step up in their career, perhaps after completing or part way through their diploma qualification. As a Trainee Paraplanner, your duties will 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 the Financial Advisors to support their clients.
Ensure accurate applications for providers.
Maintain correct client records.
Handle general office duties, including scanning and filing.

The ideal candidate will:

Have at least 2 years' experience within a financial planning firm.
Be qualified or part-qualified to Diploma level and eager to continue their professional development.
Be confident using Microsoft office suite.
Be capable of writing technical reports.
Demonstrate attention to detail and accuracy.

For more details please contact Tegan at Dynamite Recruitment

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