Paraplanner
Paraplanner
- 1 Vacancy
- 7 Views
Offer Salary
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For Freelance
No
Job Description
Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of...
Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice.
Key Responsibilities
Full time or Part time
For more information please apply or contact Tegan at Dynamite Recruitment
Key Responsibilities
- Prepare suitability reports and support advisers with research and analysis.
- Assist with cashflow modelling and product research.
- Liaise with clients and providers to gather information.
- Maintain accurate client records and process new business.
- Provide administrative support such as scheduling meetings and handling paperwork.
- 1+ year in paraplanning or financial services.
- Working towards or holding Level 4 Diploma (desirable).
- Good technical knowledge of pensions, investments, and protection.
- Strong attention to detail and communication skills.
- Confident using back-office and financial planning software.
- Competitive salary
- Training and qualification support
- Friendly team and flexible working options
Full time or Part time
For more information please apply or contact Tegan at Dynamite Recruitment
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Published:
2 weeks ago
Job Overview
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Location
Hampshire, United Kingdom
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Offered Salary
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-
Industry
Accounting -
Date Posted
2 weeks ago
