Financial Planning Assistant
20 hours ago
Dynamite Recruitment Solutions Ltd is seeking a skilled and motivated individual to join their team as a Paraplanner or Trainee Paraplanner. The successful candidate will be part of a dynamic and supportive team within an Independent Financial Planning firm in Fareham.
Key Responsibilities:- Provide exceptional client service as the first point of contact for enquiries.
- Produce high-quality review packs and client review letters.
- Develop technical suitability reports with tax calculations and create cashflow modelling reports.
- Work closely with planners to support clients and ensure accurate applications for providers.
- Maintain accurate client records and demonstrate attention to detail and accuracy.
- Experience in the financial services industry.
- Qualified or studying towards financial planning qualifications.
- Proficient in Microsoft Word and Excel.
- Ability to write technical reports in a client-friendly manner.
- Competitive salary range of £29,000 - £35,000.
- Private health insurance.
- Industry-relevant exam support.
- Office-based environment.
Please contact Tegan Walsh at Dynamite Recruitment Solutions Ltd for more details.
-
Financial Planning Assistant
2 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeFinancial Planning Assistant **About the Role** Dynamite Recruitment Solutions Ltd is seeking a skilled Financial Planning Assistant to join their team. As a key member of the support team, you will work closely with financial advisors to deliver high-quality financial plans to clients. **Key Responsibilities** * Serve as the primary point of contact for...
-
Financial Planning Assistant
2 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeFinancial Planning Assistant **About the Role** Dynamite Recruitment Solutions Ltd is seeking a skilled Financial Planning Assistant to join their team. As a key member of the support team, you will work closely with financial advisors to deliver high-quality financial plans to clients. **Key Responsibilities** * Serve as the primary point of contact for...
-
Financial Planning Assistant
6 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeParaplanner/Trainee Paraplanner OpportunityDynamite 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.About the RoleThis is an exciting opportunity for a positive and driven individual with experience in the financial services industry to...
-
Financial Planning Assistant
5 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeParaplanner/Trainee Paraplanner OpportunityDynamite 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.About the RoleThis is an exciting opportunity for a positive and driven individual with experience in the financial services industry to...
-
Financial Planning Assistant
7 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeParaplanner/Trainee Paraplanner OpportunityDynamite 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...
-
Financial Planning Assistant
7 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeParaplanner/Trainee Paraplanner OpportunityDynamite 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...
-
Financial Planning Assistant
5 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeParaplanner/Trainee Paraplanner OpportunityDynamite 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...
-
Financial Planning Assistant
5 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeParaplanner/Trainee Paraplanner OpportunityDynamite 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...
-
Financial Planning Assistant
2 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeJob DescriptionDynamite Recruitment Solutions Ltd is seeking a highly skilled and motivated individual to join our team as a Paraplanner or Trainee Paraplanner. This is an exciting opportunity to work with a reputable and established company in the financial services industry.Key Responsibilities:Client Support: Serve as the primary point of contact for...
-
Financial Planning Assistant
2 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Dynamite Recruitment Solutions Ltd Full timeJob DescriptionDynamite Recruitment Solutions Ltd is seeking a highly skilled and motivated individual to join our team as a Paraplanner or Trainee Paraplanner. This is an exciting opportunity to work with a reputable and established company in the financial services industry.Key Responsibilities:Client Support: Serve as the primary point of contact for...
-
Door to Door Sales Representative
3 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Charity Link Full timeJoin Our Team as a Field Sales ExecutiveWe are recruiting Door-to-Door Field Sales Executives to promote the work of some of the country's most prestigious charities. As a Field Sales Executive, you'll have the opportunity to earn a basic salary of £23.8k with the potential to earn £45k+ OTE.What You'll Get:• £23.8k guaranteed basic salary• Regular...
-
Door to Door Sales Representative
3 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Charity Link Full timeJoin Our Team as a Field Sales ExecutiveWe are recruiting Door-to-Door Field Sales Executives to promote the work of some of the country's most prestigious charities. As a Field Sales Executive, you'll have the opportunity to earn a basic salary of £23.8k with the potential to earn £45k+ OTE.What You'll Get:• £23.8k guaranteed basic salary• Regular...
-
Administrative Support Professional
3 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Fawkes and Reece Full timeAbout the Role:The Fawkes and Reece team is seeking a highly organized and proactive Administrator to join our head office in Hampshire. As an Administrator, you will provide essential support to our employees, clients, and suppliers, ensuring seamless day-to-day operations.Key Responsibilities:Data Management: Accurately log and input data, maintaining...
-
Business Operations Coordinator
3 weeks ago
Lee-on-the-Solent, Hampshire, United Kingdom Fawkes and Reece Full timeAbout the Role:The Fawkes and Reece team is seeking a highly organized and proactive Administrator to join our head office in Hampshire. As an Administrator, you will provide essential support to our employees, clients, and suppliers, ensuring seamless day-to-day operations.Key Responsibilities:Data Management: Accurately log and input data, maintaining...
-
Theatre Operations Manager
1 day ago
Lee-on-the-Solent, Hampshire, United Kingdom Appoint Healthcare Full time £45,000Lead Theatre Nurse / ODP - Private HospitalCare Categories:TheatreHours:Full-time (37 hours)Contract type:PermanentThis is an exciting opportunity for an experienced Team Leader who is Nurse/ ODP qualified to join our Theatre Team at our private hospital in Bradford. Our Theatre Department cares for patients on an in-patient and day-case basis with five...
-
Theatre Operations Manager
23 hours ago
Lee-on-the-Solent, Hampshire, United Kingdom Appoint Healthcare Full time £45,000Lead Theatre Nurse / ODP - Private HospitalCare Categories:TheatreHours:Full-time (37 hours)Contract type:PermanentThis is an exciting opportunity for an experienced Team Leader who is Nurse/ ODP qualified to join our Theatre Team at our private hospital in Bradford. Our Theatre Department cares for patients on an in-patient and day-case basis with five...
-
Theatre Operations Manager
2 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Appoint Healthcare Full time £45,000Lead Theatre Nurse / ODP - Private HospitalCare Categories:TheatreHours:Full-time (37 hours)Contract type:PermanentThis is an exciting opportunity for an experienced Team Leader who is Nurse/ ODP qualified to join our Theatre Team at our private hospital in Bradford. Our Theatre Department cares for patients on an in-patient and day-case basis with five...
-
Theatre Operations Manager
2 days ago
Lee-on-the-Solent, Hampshire, United Kingdom Appoint Healthcare Full time £45,000Lead Theatre Nurse / ODP - Private HospitalCare Categories:TheatreHours:Full-time (37 hours)Contract type:PermanentThis is an exciting opportunity for an experienced Team Leader who is Nurse/ ODP qualified to join our Theatre Team at our private hospital in Bradford. Our Theatre Department cares for patients on an in-patient and day-case basis with five...
-
Senior Care Assistant
1 hour ago
Barton on Sea, Hampshire, United Kingdom Hartford Care Full timeJob Title: Senior Care AssistantWe are seeking a highly skilled and compassionate Senior Care Assistant to join our team at Hartford Care. As a Senior Care Assistant, you will play a vital role in providing high-quality care and support to our residents, promoting their independence, dignity, and well-being.Key Responsibilities:Provide individualized care...
-
Dental Nurse Position
7 days ago
Milford on Sea, Hampshire, United Kingdom Bupa Dental Care Full timeAbout the RoleWe are seeking a skilled and experienced Dental Nurse to join our team at Bupa Dental Care. As a Dental Nurse, you will play a vital role in delivering high-quality patient care and supporting our dental team.Key ResponsibilitiesProvide clinical chair-side support to dentistsUndertake some reception dutiesEnsure CQC requirements are metUpdate...