6 X Trainee Paraplanners required ASAP HAMPSHIRE / SURREY BORDER
We are delighted to be working exclusively with a client that is seeking to grow the Paraplanning Department and therefore are recruiting via Dynamite Financial Services 6 X Trainee Paraplanner roles.
These vacancies are going to suit someone who is coming out of IFA Admin and wanting the next step up, or if your part qualified and seeking a route into the industry.
Job details: Discuss cases with adviser and pro actively update the adviser throughout.
Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
New Business applications
Prepare all relevant paperwork for client meetings
Diary management for advisers
Prepare and compile financial analysis.
Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
You will be trained and supported by the company and Senior Paraplanners
What you need :
You will need a working knowledge of Pensions & Investments within a administration capacity or processing capacity IFA or Provider is fine.
Ideally exposure to writing reports or working with detailed information in a financial capacity.
A fully Dip PFS qualified candidate or part qualified is fine.
A super competitive basic with bonus and other benefits on offer.
For more details please send me your cv to us direct
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.