Financial Planning Assistant

1 week ago


Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full time

Dynamite Recruitment Solutions Ltd is proud to be supporting an Independent Financial Planning firm in the region. We are seeking a skilled Senior Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. This role offers a range of benefits, including hybrid working, flexible working hours, annual salary reviews, exam support, and more. Key responsibilities include:

* Preparing recommendation reports and client sign-up packs
* Managing trusts, DB pension transfers, ISAs, and General Investment
* Maintaining accounts, Onshore/Offshore Investment Bonds
* Attending client and product provider meetings
* Processing new business and updating the back-office system
* Ensuring correspondence and telephone calls are dealt with in a professional and timely manner
* Interpreting information and statistical data

The ideal candidate will have:

* Excellent communication skills
* An excellent eye for detail
* 2 years of experience in a similar role
* Strong written work
* The ability to maintain high personal and professional standards

If you are a motivated and detail-oriented individual looking for a new challenge, please contact Tegan Walsh at Dynamite Recruitment Solutions Ltd for more information.



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