Financial Planning Assistant

20 hours 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 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.
Requirements:
  • 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.
What We Offer:
  • 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.



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