Trainee Paraplanner

A smaller family-built firm based in Fareham are recruiting for an experienced IFA Administrator / Trainee Paraplanner to join their fantastic team This role offers scope for progression within the team. You are welcomed into a great team, of hard workerswho also have a sense of humour and enjoy what they do. The office environment is great with a really good atmosphere that anyone would fit easily into. This is a trainee position transitioning into paraplanning.
- Providing administrative support to the organisation.
- Collecting data, liaising with Paraplanners, advisers and other members of Staff.
- Report writing, checking and collecting Provider information.
- Provide general administrative activities to the organisation to include checking provider information and data entry
- Assisting in the management of communications and paperwork, managing diaries, assisting with general reception and telephone duties
- Assisting MD with reporting and managing data, report writing and learn and building knowledge towards paraplanner or other roles within the business
- Interact and co-operate with all members of the organisation and its suppliers and clients
You will be provided with regular training and updates as necessary for the knowledge, technical skills, and qualifications. A training programme will be agreed with you.
For further details please contact Tegan Sillett at Dynamite Recruitment