Trainee Paraplanner

2 weeks ago

Esher, United Kingdom Dynamite Recruitment Solutions Ltd Full time

I am currently recruiting on behalf of a Financial Planning firm in Esher, Surrey. Looking for an Financial Planning Administrator / Trainee Paraplanner to join the family built team This is a fantastic opportunity for someone looking to join a well developedand trusted financial management specialists operating across the South of England.
Duties include:

- Respond to Clients queries and ongoing business support.
- Create Financial Reports & Submit Financial business on behalf of the Advisors.
- Chase through business & outstanding opportunities.
- Produce Client recommendation Reports based on Advisors instructions.
- Prepare files for meetings for clients & Advisors.
For further details please contact Tegan Sillett at Dynamite Recruitment