Paraplanner

Dynamite Recruitment Solutions Ltd

Posted 25 days ago, valid for 19 days

Godalming, Surrey GU7 2XE, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Dynamite Recruitment is seeking an experienced Paraplanner to join a dynamic and award-winning team that prioritizes career progression and customer experience.
The role involves preparing financial analyses, reports, and providing technical support to advisers and clients.
Candidates should have a minimum of Level 4 qualification or be close to completion and possess strong communication and organizational skills.
The firm offers a family-oriented work environment with a focus on employee success and development.
The salary for this position is competitive, although the specific amount is not mentioned in the job listing.

Dynamite Recruitment are delighted to be recruiting for an experienced Paraplanner to join an experienced, talented, and driven team that offer genuine career progression. Become part of an award winning and dynamic team that drive success and customer experience as a priority. You will be joining a mid size firm with a great in house support team. Join a company that offers a family feel working environment that offer genuine progression that wants you to succeed.Duties include:

Receive and implement requests from the Advisers
Prepare and compare financial analysis
Prepare reports to a professional and timely standard
Provide information for annual reviews and identify areas not covered
Communicate with selected clients (face to face or remote) and third parties
Develop and maintain all processes relevant to technical support
Communicate clearly on technical and client support
Undertake financial planning and product-based research

Desired skill set:

You will have the ability to build upon existing strong client relationships.
It is essential that you possess strong communication skills
have a high attention for detail and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
Level 4 qualified or close to completion

For further details please contact Tegan at Dynamite Recruitment

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