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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr
