Trainee Paraplanner

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