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Financial Planning Assistant
2 months ago
Dynamite Recruitment Solutions Ltd is seeking a skilled and motivated Paraplanner or Trainee Paraplanner to join their team within an Independent Financial Planning firm in Fareham. As a key member of the support team, you will work closely with financial advisors to deliver high-quality financial plans that meet clients' needs and goals.
Key Responsibilities:- Provide exceptional client service as the first point of contact for enquiries.
- Produce review packs and client review letters with precision and attention to detail.
- Develop technical suitability reports with accurate tax calculations.
- Collaborate with planners to create comprehensive cashflow modelling reports.
- Ensure accurate applications for providers and maintain accurate client records.
- Experience in the financial services industry, with a strong understanding of financial planning principles.
- Qualified or studying towards financial planning qualifications, with a focus on technical skills.
- Proficiency in Microsoft Word and Excel, with the ability to create technical reports in a client-friendly manner.
- Excellent attention to detail and accuracy, with a commitment to delivering high-quality work.
- A competitive salary of £29,000 - £35,000.
- Private health insurance.
- Industry-relevant exam support.
- A dynamic and supportive work environment.
