Financial Planning Assistant

5 days ago


LeeontheSolent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full time
Paraplanner/Trainee Paraplanner Opportunity

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 to ensure seamless communication.
  • Develop technical suitability reports with tax calculations to inform client decisions.
  • Collaborate with planners to create comprehensive cashflow modelling reports.
  • Ensure accurate applications for providers and maintain accurate client records.
Requirements:
  • Experience in the financial services industry, with a strong understanding of financial planning principles.
  • Relevant qualifications or studying towards financial planning certifications.
  • Proficiency in Microsoft Word and Excel to create professional reports and documents.
  • Excellent communication skills to write technical reports in a client-friendly manner.
  • Demonstrated attention to detail and accuracy in all aspects of work.
What We Offer:
  • A competitive salary of £29,000 - £35,000.
  • Private health insurance to support your well-being.
  • Industry-relevant exam support to enhance your skills and knowledge.
  • A dynamic and supportive office environment.


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