Paraplanner

Dynamite Recruitment Solutions Ltd

Posted a day ago, valid for a day

Wimborne, Dorset BH21, England

Full Time

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Sonic Summary

Dynamite Recruitment is seeking an Experienced Paraplanner to join a leading IFA firm in the Dorset area.
The role offers a salary between £35,000 and £40,000, along with an annual bonus and hybrid working options.
Candidates should have at least 2 years of Paraplanning experience within an independent firm and ideally hold a Level 4 Diploma or be working towards it.
Strong communication skills, both written and verbal, are essential, along with good analytical and problem-solving abilities.
Duties include providing technical support to Financial Advisers, preparing reports, and maintaining the back-office system.

Dynamite Recruitment are recruiting for an Experienced Paraplanner t join a leading IFA firm in the dorset area. Offering Hybrid working (upto 1 day office based per week) Annual Bonus, Flexible working hours, Private Medical insurance and generous holiday allowance Independent Financial Planning company based in Dorset.A very relationship-based company, whose work ethos is around building long-term relationships and providing an exceptional level of client service.

At least 2 years experience Paraplanning within an independent firm.
Ideally you will be Diploma qualified to Level 4 or working towards this.
Confident liaising with clients, providers, and colleagues so a high standard of communication both written and verbal, is essential.
You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.

Duties including:

Providing technical support and recommendations to Financial Advisers
Preparing recommendation reports and client sign up packs
Attending client and product provider meetings
Processing new business to completion and updating and maintaining our back-office system
Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner.

£35,000 - £40,000 + Bonus For full job description or more details please contact Tegan at Dynamite Recruitment

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