Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced 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 working
Flexible working Hours
Private Medical Insurance
Yearly salary reviews
Exam support
For more details please contact Tegan Walsh at Dynamite Recruitment